Nathaniel Turner Clark
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Nathaniel Turner 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 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
11 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Aug 2024 to Jul 2025
- Cetera Investment Advisers LLCSep 2022 to Aug 2024
- Cetera Investment Services LLC -Sep 2022 to Aug 2024
- Numerica Credit UnionApr 2022 to Jul 2025
- Cuso Financial Services, LPApr 2022 to Sep 2022
- Thrivent FinancialNov 2020 to Apr 2022
- Thrivent Investment Managment IncOct 2020 to Apr 2022
- UnemployedAug 2020 to Sep 2020
- Eastern Washington UniversityOct 2016 to Jun 2020
- Independent-cycle/iron Horse SalvageJan 2016 to Jul 2020
- Mangia CateringJun 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AL, TX, WA).
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
- 7258394
- Firm CRD
- 6413