Terrie Lee Clark
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Indigo FinancialMar 2019 to now
- Tc3 Management IncJan 2019 to now
- Terrie & Micky ClarkFeb 2005 to now
- Mary Kay IncFeb 2014 to Feb 2017
- Arts Clayton IncJan 2014 to Jan 2018
- Various Insurance Carriers for W&r Insurance AgenciesOct 2011 to Jul 2021
- Waddell & Reed, IncOct 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4270703
- Firm CRD
- 6413