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Clark W
Series 63, Series 66
San Clemente, CA
Wilson, Clark Allen
Clark Wilson is a financial advisor based in San Clemente, CA, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at R. W. Towt & Associates for three years. Outside of advisory work, he is active as a mortgage loan originator. Wilson, Clark Allen is an independent firm serving individual and institutional clients, including trusts, investment companies, and pension plans. The firm employs an active, rules-based investment approach centered on the CANSLIM methodology, incorporating frequent portfolio monitoring, hard stop-loss rules, and a combination of long and short positions using stocks, ETFs, and options. It offers portfolio management alongside proprietary algorithmic tools for defined-contribution and annuity products, and it provides subscription-based data services and is developing web and mobile applications.
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