Alyssa K. Clark
Professional summary
Alyssa Kelley Clark, who also goes by Alyssa Nicole Kelley, is a registered financial advisor currently at WALTON RAHAL CPAS PLLC located in Boca Raton, Florida.
Alyssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alyssa has worked at 1 firm and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alyssa Kelley Clark's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2018 - Present
WALTON RAHAL CPAS PLLC
Office #1: 2101 Nw Boca Raton Blvd Suite 5, Boca Raton, FL 33431-7498State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2018)
Current Firm
WALTON RAHAL CPAS PLLC
CRD#: 142545 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 71,000,000 |
Red Flags
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Company Information
WALTON RAHAL CPAS PLLC
CRD#: 142545Boca Raton, FL 33431-7498TRUST BUT VERIFY
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