William Eric Clark
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Current Firm
CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC
Contact Information
Main Address
6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211Mailing Address
6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211Phone Number
(704) 837-4317# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
510AUM (Assets Under Management)
$182,360,237Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
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.
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
Primary Firm SEC Registration
CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC
State Registrations and Notice Filings
(3/15/2013)
(4/16/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view William Eric Clark's CRS (Customer Relationship Summary).
Services Offered by William
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
Similar Advisors
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
PORTUS WEALTH ADVISORS, LLC
VANGUARD ADVISERS, INC.
