Profiel
Mr. David T.
Clark is a Co-Founder at Westside Investment Management LLC.
He co-founded the firm in June 2010 and specializes in developing customized asset allocation and wealth management strategies.
Mr. Clark began his career in Los Angeles in 1992 with American Express Financial Advisors, and earned national recognition for his financial planning and management achievements.
He was recognized as a member of the Advanced Adviser Group in 1994.
In 1995, he was appointed as a District Manager in the West Los Angeles office of American Express Financial Advisors.
In this position he hired, trained and led a team of advisors for six years.
He received Degree in Business Administration from Oklahoma State University.
He also received General Securities Principal Series 24, General Securities Representative Series 7 held through LPL Financial, Investment Adviser Representative Series 65 held through Westside Investment Management, Inc. Uniform Securities Agent Series 63 held through LPL Financial, and Life and Health Insurance license.
Actieve functies van Todd Clark
| Bedrijven | Functie | Begin |
|---|---|---|
Westside Investment Management LLC
 Westside Investment Management LLC Investment ManagersFinance Westside Investment Management LLC (WIM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was co-founded by D. Todd Clark and James M. Frawley in 2010 as a limited liability company. They converted to a corporation and operated as Westside Investment Management, Inc. in 2015 and as Westside Investment Management LLC in 2022. WIM offers investment advisory services, and, to the extent specifically requested by a client, financial planning and related consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, etc. | Oprichter | 28-06-2010 |
Eerdere bekende functies van Todd Clark
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Opleiding van Todd Clark
| Oklahoma State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| American Express Financial Advisors, Inc. | |
Westside Investment Management LLC
Westside Investment Management LLC Investment ManagersFinance Westside Investment Management LLC (WIM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was co-founded by D. Todd Clark and James M. Frawley in 2010 as a limited liability company. They converted to a corporation and operated as Westside Investment Management, Inc. in 2015 and as Westside Investment Management LLC in 2022. WIM offers investment advisory services, and, to the extent specifically requested by a client, financial planning and related consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, etc. | Finance |
