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Andrew David Clark

Advisor at LPL Financial — Muscle Shoals, AL Woodward Ave

Updated today

Credentials

CFP®, Series 66

Experience

26 years

Location

Muscle Shoals, AL 35661

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Andrew Clark is a CFP® with 26 years of industry experience and has been with LPL Financial since 2012. Prior to joining LPL, he worked for CUNA Brokerage Services, Inc. for 11 years. He is based in Muscle Shoals, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by research and technology tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Muscle Shoals, AL Woodward Ave

1812 Woodward Ave

Muscle Shoals AL 35661

Advisors at this office

6

Most active in

Alabama · Texas

Work history

26 years of industry experience

LPL FINANCIAL

2012 - Present • 14 years

Muscle Shoals, AL

CUNA Brokerage Services, Inc.

2001 - 2012 • 11 years

AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob A

Series 65, Series 63

Florence, AL

Axient Investment Advisors LLc

Jacob Adams is a financial advisor with Axient Investment Advisors LLC in Florence, Alabama. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at StoneX Securities Inc and Cambridge Investment Research. Adams is also associated with Eagle Creek Wealth Management in a financial advisory capacity. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting services primarily to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary and third-party portfolios, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 22 years of industry experience. His prior work includes roles at Stonex Advisors Inc., StoneX Securities Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory role, Wall serves on the finance committee board for First United Methodist Church in Florence, AL, where he reviews the church’s budget and financials. Axient Investment Advisors provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple portfolio management models and emphasizes both tactical and strategic allocation approaches.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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James B

Series 66, Series 65

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at United Benefits Insurance since 2017. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed model portfolios and advisor-directed strategies that incorporate tactical and strategic approaches across various asset types.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brantley C

Series 65

Florence, AL

AlphaStar Capital Management

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jennifer M

Series 65

Florence, AL

Empower Advisory Group

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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