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William W. Clarke

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CRD#: 835925
WC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Walton Clarke was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1977. William had worked at 11 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


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 7, 2008 - May 1, 2015

LAMON & STERN, INC.

BD
CRD#: 10839
ATLANTA, GA
Past

December 4, 2003 - February 6, 2008

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
ATLANTA, GA
Past

November 6, 1991 - January 7, 2004

DONALDSON & CO., INCORPORATED

BD
CRD#: 15404
ATLANTA, GA
Past

August 8, 1989 - October 1, 1991

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

March 31, 1989 - September 1, 1989

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 4, 1986 - April 19, 1989

MARSHALL & CO. SECURITIES, INC.

BD
CRD#: 17942
Past

January 14, 1986 - September 22, 1986

EASTERN CAPITAL SECURITIES, INC.

BD
CRD#: 14743
Past

September 6, 1984 - January 18, 1986

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

May 5, 1981 - September 28, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

July 15, 1977 - January 31, 1981

SALOMON BROTHERS INC.

BD
CRD#: 740
Past

January 3, 1977 - August 6, 1977

LOEB, RHOADES & CO. INC.

BD
CRD#: 525

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/22/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/1986
General Securities Principal Examination

Current Firm


L&
LAMON & STERN, INC.
COMFUND SECURITIES CORPORATION | LAMON-CALLOWAY, INC. | LAMON - CALLAWAY, INC. | LAMON & STERN, INC. | HML EQUITIES, INC. | ESTATE CONSERVATION INC.

CRD#: 10839 / SEC#: , 8-28694

BD
Terminated by SEC on 10/14/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 09/01/1978
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN III, GEORGE THOMASFINANCIAL AND OPERATIONS PRINCIPAL4127517
REUTHER, WILLIAM NOLANCHIEF COMPLIANCE OFFICER5539627

Disclosures


Regulatory Event1

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


LAMON & STERN, INC.

CRD#: 10839

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