Ernest
Clark

Merit Financial Advisors

CRD#47505
Investment Advisor
in Raleigh, NC

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About this Advisor

Ernest Clark is a financial advisor based in Raleigh, North Carolina, working with Merit Financial Advisors. Ernest has previously held positions at Financial Analysts, Inc, Triad Advisors, Inc, Advisory Services Network, LLC, Lpl Financial, LLC, and Merit Financial Group LLC. Ernest has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Ernest is part of Merit Financial Advisors, which operates out of Raleigh, North Carolina. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3100 Smoketree Court Suite 1002
Raleigh, NC 27604

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$7,252,133,507

NC Average: $3,570,121,308
Total Number of Employees

258

NC Average: 58
Total Number of Accounts

25,088

NC Average: 1,608
Average Account Size

$289,068

NC Average: $2,220,225

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

Ernest Clark Work History

2023 - Present (1 year)

Lpl Financial, LLC

2023 - Present (1 year)

Merit Financial Group LLC

2012 - 2023 (11 years)

Triad Advisors, Inc

2012 - 2023 (11 years)

Advisory Services Network, LLC

1981 - 2023 (42 years)

Financial Analysts, Inc

Disclosures

Please visit the SEC profile of Ernest 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 Merit Financial Advisors

Ronald Mcintire
Alpharetta, GA
Nicholas Moon
Alpharetta, GA
Bret Hackett
Southlake, TX
Benjamin Michalski
Denver, CO
Gabriela Huseman
Alpharetta, GA
Connor Brechbill
Alpharetta, GA
Margaret Keough
Issaquah, WA
Julia Nicol
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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