David
Clark

Westside Investment Management, Inc

CRD#2219822
Investment Advisor
in Oklahoma City, OK

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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.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10900 Hefner Pointe Drive Suite 502
Oklahoma City, OK 73120

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

OK Average: $7,578,581,321
Total Number of Employees

8

OK Average: 43
Total Number of Accounts

1,053

OK Average: 3,727
Average Account Size

$595,344

OK Average: $2,033,427

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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
  • Educational seminars/workshops
  • Other

David Clark Work History

David has 16 years of experience.

2015 - Present (6 years)

Westside Investment Management, Inc

2004 - Present (17 years)

Lpl Financial, LLC

2010 - 2015 (5 years)

Westside Investment Management, LLC

Disclosures

David Clark has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

Walter O'Brien
Kahului, HI
Mark Cohen
Santa Monica, CA
Sky Rylant
Oklahoma City, OK
Vetea Ribet
Santa Monica, CA
James Frawley
Santa Monica, CA
David Clark
Oklahoma City, OK
Noah Cornish
Oklahoma City, OK
Sienna Yoshida
Kahului, HI

This content was compiled from the SEC and FINRA.

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