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LC

Lara L. Clarke

TCG CAPITAL MARKETS L.L.C.
Los Angeles, CA 90067
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CRD#: 6898715
LC

Professional summary


Lara Lundstrom Clarke, who also goes by Lara L Clarke, Lara Danielle Lundstrom, is a registered financial professional currently at TCG CAPITAL MARKETS L.L.C. located in Los Angeles, California.

Lara is registered as a RR (Registered Representative) and started their career in finance in 2018. Lara has worked at 2 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lara L Clarke | Lara Danielle Lundstrom

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lara Lundstrom Clarke's CRS (Customer Relationship Summary).
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®
None

Experience


Current

December 6, 2022 - Present

TCG CAPITAL MARKETS L.L.C.

Office #1: 10100 Santa Monica Blvd Suite 600, Los Angeles, CA 90067
BD
CRD#: 291767
Los Angeles, CA
Past

March 8, 2018 - October 18, 2022

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(12/6/2022)
RR
Arizona
(12/6/2022)
RR
California
(12/6/2022)
RR
Colorado
(12/6/2022)
RR
District of Columbia
(12/6/2022)
RR
Hawaii
(12/6/2022)
RR
Illinois
(12/6/2022)
RR
Indiana
(12/6/2022)
RR
Michigan
(12/6/2022)
RR
Minnesota
(12/6/2022)
RR
Missouri
(12/6/2022)
RR
Montana
(12/6/2022)
RR
Nevada
(12/6/2022)
RR
New Mexico
(12/6/2022)
RR
New York
(12/6/2022)
RR
Oregon
(12/6/2022)
RR
Utah
(12/6/2022)
RR
Washington
(12/6/2022)
RR
Wisconsin
(12/6/2022)
RR
Wyoming
(12/6/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 3/30/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TCG CAPITAL MARKETS L.L.C.
TCG CAPITAL MARKETS L.L.C.

CRD#: 291767 / SEC#: , 8-70061

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1 Vanderbilt Avenue Suite 3400, New York, NY 10017
Mailing Address
1 Vanderbilt Avenue Suite 3400, New York, NY 10017
Phone number
(212) 813-4900
Established
Delaware since 10/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CARLYLE INVESTMENT MANAGEMENT, L.L.C.MEMBER
KRZAK, ALEXANDER JACOBPRINCIPAL OPERATIONS OFFICER6349160
LEFKOWITZ, JOSHUA ADAMOFFICER7216783
LOWENTHAL, MITCHELL NEALCO-CHIEF COMPLIANCE OFFICER6939241
PLOUFFE, JUSTINCEO6223477
QIAN, LIANGSHUNCO-CHIEF COMPLIANCE OFFICER7247412
RIORDAN, TIFFANYFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER6313437

Red Flags


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.

Company Information


TCG CAPITAL MARKETS L.L.C.

CRD#: 291767Los Angeles, CA 90067

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