Cameron
Clark

Lpl Financial LLC

CRD#5010604
Investment Advisor
in Edgewood, NM

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About this Advisor

Cameron Clark is a financial advisor working in Edgewood, New Mexico who has 1 year of industry experience. Clark is an employee of Lpl Financial LLC. The advisor has gained experience at Albuquerque Publishing Co, H.D. Vest Advisory Services, H.D. Vest Investment Services, Clark Financial Services, LLC, Accounting Principals, Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial LLC, Uber Inc, Kubiak Melton & Associates LLC and Jon Bell Cpa LLC. Clark holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Mexico and Texas. Lpl Financial LLC is an advisory firm headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets among its 1,688,501 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely depend on the financial services provided. Fees billed by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1 Liberty Square Circle
Edgewood, NM 87015

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NM Average: $646,059,043
Total Number of Employees

31,366

NM Average: 13
Total Number of Accounts

1,688,501

NM Average: 661
Average Account Size

$217,956

NM Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cameron Clark Work History

Cameron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2015 - Present (9 years)

Cuna Mutual Group

2015 - Present (9 years)

Cuna Brokerage Services, Inc

2015 - 2015 (< 1 year)

Uber Inc

2014 - 2014 (< 1 year)

Kubiak Melton & Associates LLC

2014 - 2015 (1 year)

Jon Bell Cpa LLC

2012 - 2014 (2 years)

Accounting Principals

2011 - 2015 (4 years)

H.D. Vest Advisory Services

2011 - 2015 (4 years)

H.D. Vest Investment Services

2009 - 2017 (8 years)

Clark Financial Services, LLC

2008 - 2014 (6 years)

Albuquerque Publishing 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 Cameron 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Yuen
Aptos, CA
Robert Notarfrancesco
Bridgeport, CT
Keith Clark
Corpus Christi, TX
Rebecca Chiccino
Charlestown, MA
Hyun Song
Vienna, VA
John Gehlhaart
Waukesha, WI
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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