Megan Lee Clark
Investment adviser representative at Brighter Financial Capital Management, LLC
18 yearsExperience
1 stateRegistered in
$135.1MFirm assets
1 yearFirm in business
Are you Megan Lee Clark? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Madison Avenue SecuritiesSep 2022 to now
- Brighter Financial Capital Management, LLCOct 2019 to now
- Mlc Clark Family LLCDec 2018 to now
- Clark & Associates, Inc. Financial SolutionsMay 2008 to now
- Clark/barbour Asset Strategy PartnersOct 2017 to Apr 2019
- Kalos ManagementJun 2014 to Mar 2020
- Kalos CapitalFeb 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brighter Financial Capital Management, LLC
$135.1MAssets managed
338Clients
5Advisers
1 yearIn 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
- 5733655
- Firm CRD
- 300619