William E. Clark
CLEARVIEW WEALTH MANAGEMENT
Charlotte, NC 28211
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CRD#: 4853066
Professional summary
William Eric Clark, CFP® is a registered financial advisor currently at CLEARVIEW WEALTH MANAGEMENT located in Charlotte, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 2 firms .
Biography
Eric serves as President of the firm, as well as a Senior Financial Advisor and Chief Compliance Officer. He founded Clearview Wealth Management in 2013. Prior to starting Clearview, Eric was employed with another Charlotte wealth management firm for 14 years where, as an owner, he served as President, Chief Compliance Officer and Senior Financial Advisor. Prior to this, Eric spent 13 years with Bank of America and its predecessors. As a graduate of the University of Kentucky, Eric later earned his master’s in business administration from Wake Forest University’s Babcock School of Management. He current serves on The Madeira School Board of Trustees. Eric enjoys golf, gardening and reading in his spare time.
Question & Answer
What are your service offerings?
Business Succession Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
Generation X
Investment Advice with Ongoing...
Middle Income Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Eric Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 15, 2013 - Present
CLEARVIEW WEALTH MANAGEMENT
Office #1: 6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211RIA
CRD#: 166812
Charlotte, NC
Past
September 17, 2004 - February 28, 2013
MCSHANE PARTNERS
RIA
CRD#: 107236
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLEARVIEW WEALTH MANAGEMENT
CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC
CRD#: 166812 / SEC#: 801-112778
RIA
Registered Investment Advisory firm - (4/4/2018 Approved)North Carolina
Registered Investment Advisory firm - (4/16/2018 Terminated)South Carolina
Registered Investment Advisory firm - (4/16/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(3/15/2013)
IAR
South Carolina(4/16/2013)
Exams
Current Firm
CLEARVIEW WEALTH MANAGEMENT
CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC
CRD#: 166812 / SEC#: 801-112778
RIA
Registered Investment Advisory firm - (4/4/2018 Approved)North Carolina
Registered Investment Advisory firm - (4/16/2018 Terminated)South Carolina
Registered Investment Advisory firm - (4/16/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211
Mailing Address
6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211
Phone number
(704) 837-4317
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 512 |
| AUM (Assets Under Management) | $ 170,700,000 |
Red Flags
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