Patricia
Clark
Wealth Alliance Advisory Group, LLC
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About this Advisor
Patricia Clark is a financial advisor working in Wichita, Kansas with 1 year of industry experience. Clark currently works for Wealth Alliance Advisory Group, LLC. Throughout their career, Clark has worked at Mutual Securities, Inc, L.M. Kohn & Company and Wealth Alliance Advisory Group, LLC. Clark maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Wealth Alliance Advisory Group, LLC is a business that has its headquarters in Wichita, KS. It has $527 million in total assets among its 1,847 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,847 accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fee types billed by Wealth Alliance Advisory Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Alliance Advisory Group, LLC Brokerage Details
$526,971,078
7
1,847
$285,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patricia Clark Work History
Patricia has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Wealth Alliance Advisory Group, LLC
L.M. Kohn & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Alliance Advisory Group, LLC
Wichita, KS
Wichita, KS
Wichita, KS
Wichita, KS
Wichita, KS
Wichita, KS
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