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Detailed Report
GARY WILLARD CLARK
GARY CLARK
CRD#: 2303344
IA
Investment Adviser
CLARK PLANNING & INVESTMENT ADVISORYCRD#: 123020 1900 PROVIDENCE PARK
SUITE 200
BIRMINGHAM, AL 35242
Registration History
20002002200420062008201020122014201620182020202220242026IACLARK PLANNING & INVESTMENT AD... (CRD# 123020)1999 - Present (25 years)
License(s)

State Registrations

IA
Alabama 10/16/2015
Current Registration(s)
IA
CLARK PLANNING & INVESTMENT ADVISORY (CRD#:123020)
1900 PROVIDENCE PARK SUITE 200, BIRMINGHAM, AL 35242
Registered with this firm since 12/31/1999
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.