Patrick Neal Clark
Investment adviser representative at Alliance Wealth Management Partners LLC
18 yearsExperience
3 statesRegistered in
$272.4MFirm assets
5 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
- Pension consulting
Experience
18 years in the industry.
- Alliance Wealth Management Partners LLCAug 2021 to now
- Cambridge Investment Research, IncMay 2008 to Mar 2022
- Cambridge Investment Research Advisors, Inc.May 2008 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (OK, TN, TX).
Alliance Wealth Management Partners LLC
$272.4MAssets managed
764Clients
5Advisers
5 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
- 4174889
- Firm CRD
- 313195