David Todd Clark
Investment adviser representative at Westside Investment Management, LLC
22 yearsExperience
4 statesRegistered in
$888.8MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Westside Investment Management, Inc.Aug 2010 to now
- LPL Financial, LLCApr 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 4 states (CA, HI, OK, TX).
Westside Investment Management, LLC
$888.8MAssets managed
890Clients
7Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2219822
- Firm CRD
- 154522