Martha Clark (CRD# 7831369) is an Investment Advisor Representative working at Harbour Wealth Management Group, Inc. in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Nov 2023 - Current | < 1 |
| Harbour Wealth Management Group, Inc. | Daniel Island, SC | Oct 2023 - Current | < 1 |
| Monteagle Sunday School Assembly | Monteagle, TN | Jun 2023 - Aug 2023 | < 1 |
| Lumiere | Sewanee, TN | Mar 2023 - Jun 2023 | < 1 |
| Sewanee: The University Of The South | Sewanee, TN | Aug 2019 - May 2023 | 3 |
| Extended Travel | Edinburgh, | Aug 2022 - Dec 2022 | < 1 |
| New Covenant Presbyterian Weekday School | Mandeville, LA | Jun 2018 - Jul 2022 | 4 |
| Shenanigans | Sewanee, TN | Jan 2022 - Apr 2022 | < 1 |
| Sewanee Data Institute | Sewanee, TN | Jun 2021 - Dec 2021 | < 1 |
| Waitr | Covington, LA | May 2019 - Aug 2019 | < 1 |
| Brown Eyed Girl Boutique | Mandeville, LA | Jun 2017 - May 2018 | < 1 |
| Gordon's Of Mandeville | Mandeville, LA | Feb 2016 - May 2017 | 1 |
| Student | Mandeville, LA | Feb 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- SC
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts481ACCOUNTS
-
Average Account Value$361,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NH, SC, TX
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