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Harold Andrew Clark

Advisor at OSAIC — Jonesboro, AR

Updated today

Credentials

ChFC®, Series 63

Experience

43 years

Location

Jonesboro, AR

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Harold Clark is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 43 years of industry experience. His career includes positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, as well as operating Clark Financial Services since 1981. Outside of advisory work, he is involved as a commercial office space landlord in Jonesboro, Arkansas. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios tailored to client risk tolerance and preferences.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Jonesboro, AR

Jonesboro AR

Advisors at this office

1

Most active in

Arkansas

Work history

43 years of industry experience

OSAIC

2023 - Present • 3 years

Jonesboro, AR

Royal Alliance Associates, INC.

2018 - 2023 • 5 years

Jonesboro, AR

Signator Investors, inc.

2016 - 2018 • 2 years

Jonesboro, AR

Transamerica Financial Advisors, Inc.

2009 - 2018 • 9 years

Los Angeles, CA

Clark Financial Services

1981 - Present • 45 years

Jonesboro, AR

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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Lanita W

CFP®, Series 66

Jonesboro, AR

Aurelius Family Office, LLC

Lanita Wheetley is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has held positions at firms including Morgan Stanley, LPL Financial, and Merrill Lynch. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment process using modern portfolio theory and quantitative analysis, managing a range of asset types through discretionary portfolio management and plan services.

Retirement income strategy General estate planning guidance Founder/Business Owner Retired Established Professionals
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Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Retirement income strategy Income planning General retirement planning Medicare planning Approaching retirement
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Lisa M

Series 66

Jonesboro, AR

Benjamin F. Edwards Wealth Management, LLC

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Wealth management
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Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor with Stephens in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Stephens since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member and part owner of First National Bank in Paragould, Arkansas. Stephens provides investment advisory and wealth management services to a broad client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by internal investment committees and research capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Morgan Stanley. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, and institutional equity research solutions. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and benefits from an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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