Thomas
Clark
Alexander Investment Services Co
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About this Advisor
Thomas Clark is a financial advisor working in Louisville, Kentucky who has 6 years of relevant experience. Clark is on the advisory team at Alexander Investment Services Co. During their career, Clark has held roles at Thomas R. Clark, Psc and Alexander Investment Services Co. Clark holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky. Alexander Investment Services Co is a business based in Louisville, KY. It has a total of 13 advisors. It controls $513 million in assets under management between its 1,160 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 1,160 accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Alexander Investment Services Co provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice largely vary depending on the services offered. However, fee types billed by Alexander Investment Services Co likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alexander Investment Services Co Brokerage Details
$512,777,197
13
1,160
$442,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Thomas Clark Work History
Thomas has been registered as a financial advisor for 6 years.*
Thomas R. Clark, Psc
Alexander Investment Services Co
*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 Thomas 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 Alexander Investment Services Co
Louisville, KY
Louisville, KY
Harlan, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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