David
Clark

About this Advisor

David Clark is a financial advisor working in Oklahoma City, Oklahoma, who has been in the financial industry for 16 years. Clark works at Westside Investment Management, Inc. Over the course of their career, Clark has held roles at Westside Investment Management, LLC, Lpl Financial, LLC and Westside Investment Management, Inc. Clark holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California, Hawaii, Oklahoma and Texas. Westside Investment Management, Inc is a company operating in Oklahoma City, Oklahoma. The investment advisory business has offices in two locations and a total of eight advisors. It handles $627 million in assets under management among its 1,053 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,053 customer accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees charged by Westside Investment Management, Inc can consist of asset-based, hourly and fixed fees.