Clark Weeks
Clark Weeks is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 16 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 381 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intercarolina Financial Services (IFS) offers investment management services for a fee. The fee is either a percentage of the value of your investments or a fixed fee. The specific fee arrangement is negotiable. If IFS manages your investments, your fees will be paid directly from your account, or you can choose to be billed directly. IFS also participates in wrap fee programs, where fees are bundled. The percentage IFS receives from the wrap fee varies depending on the wrap fee firm used. The maximum fixed fee is 1.5% of the value of your investments.
Location
3300 Battleground Avenue Suite 202, Greensboro, NC, 27410-2447
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2010Other Business Activities
Clark owns Weeks Retirement Solutions, providing actuarial consulting, and Weeks Retirement Solutions LLC DBA WRS, offering financial services. He also serves on the board of trustees for SECAMP Association, advises on pension plans, and has ownership stakes in multifamily residential properties and Sherwood Forest consulting.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Intercarolina Financial Services, INC.
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Ing Financial Partners, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.