TC
TC

Thomas Richard Clark

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

909 Lily Creek Road #101, Louisville, KY, 40243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a Certified Public Accountant working full-time for Bechtler, Parker & Watts CPA firm, and is a shareholder and Vice-President of Indian Creek Lures, Inc. He also owns rental properties through Clark Hill, LLC, volunteers as a firearms instructor, and is a Constable for Spencer County, Kentucky.

Employment History
Current Registrations
Alexander Investment Services CO.
October 2017 - Present · 8 yrs 4 mos
Alexander Investment Services CO.Broker
July 1998 - Present · 27 yrs 7 mos
Alexander Investment Services CO.
July 1998 - Present · 27 yrs 7 mos
State Registrations2 states
INKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.