Harrison Bertram Clark
Investment adviser representative at Blue Financial
19 yearsExperience
1 stateRegistered in
$145.1MFirm assets
1 yearFirm in business
Are you Harrison Bertram 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Blue FinancialApr 2026 to now
- UBS Financial ServicesSep 2024 to Mar 2026
- Federal Deposit Insurance CorporationJun 2023 to Jun 2024
- StudentAug 2007 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Blue Financial
Legal name: Blue Wealth Inc.
$145.1MAssets managed
324Clients
7Advisers
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
- 7944976
- Firm CRD
- 330324