Perry Clark Email & Phone Number
Vice President, Investments. CFP® @ Raymond James
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Perry Clark Location
- Huntersville, NC, US
Perry Clark Work
- 2011 - now Vice President, Investments. CFP® @
- 2009 - 2011 Vice President- Investments @ Morgan Keegan
- 2006 - 2009 Financial Advisor @ Cit-Smith Barney
- 2002 - 2006 Financial Advisor- Wealth Advisory Specialist @ Legg Mason
- 1998 - 2002 Financial Advisor- Charter Retirement Plans Specialist @ Scott & Stringfellow
- 1988 - 1998 District Sales Manager (also National Accts Mgr, Territory Rep @ Fort James (also Fort Howard Corporation
Perry Clark Education
- Virginia Tech
Bachelor's degree (Communications)
1983 - 1986 - Ferrum College
Associate Business Administration (Business)
1981 - 1983 - Patrick County High School 1977 - 1981
- Boston University- Center for Professional Education
Perry Clark Skills
- Asset Allocation
- Retirement Planning
- Series 7
- Retirement
- Financial Advisory
- Wealth Management
- Investment Strategies
- Investment Advisory
- Mutual Funds
- Asset Management
- Wealth Management Services
- Portfolio Management
- Alternative Investments
- Equities
- Fixed Income
- Bonds
- Team Building
- Account Management
- Business Development
- Microsoft Excel
- Training
- Financial Analysis
- Project Management
Perry Clark Summary
- Perry Clark, based in Huntersville, NC, US, is currently a Vice President, Investments. CFP® at Raymond James. Perry Clark brings experience from previous roles at Morgan Keegan, Cit-Smith Barney, Legg Mason and Scott & Stringfellow. Perry Clark holds a 1983 - 1986 Bachelor's degree in Communications @ Virginia Tech. With a robust skill set that includes Asset Allocation, Retirement Planning, Series 7, Retirement, Financial Advisory and more. Perry Clark has 1 emails and 1 mobile phone numbers on RocketReach.
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