Unclaimed Profile

Marion Brooks Clark

B, B, H, & B INC.·BIRMINGHAM, Alabama

Series 7, Series 24, Series 6316 years registeredB, B, H, & B INC.

3932 CROSSHAVEN DRIVE, BIRMINGHAM, AL 35243CRD# 1093047Firm CRD# 110955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marion Brooks Clark · BIRMINGHAM, AL

Registration

CRD #1093047 · B, B, H, & B INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: B, B, H, & B INC.

WAVERLY ADVISORS, LLC

May 2022 – Jan 2025

BIRMINGHAM, AL

CLARK FINANCIAL ADVISORS

Jul 2010 – Jun 2022

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · July 7, 2010

Years registered · 16

Disclosure History

1993Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

B, B, H, & B INC.

CRD 110955 · SEC 801-20842

AUM

$282M

Regulatory assets under management

Employees

938 client accounts

Services offered by B, B, H, & B INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at B, B, H, & B INC. →

Introduction

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Frequently Asked Questions

What services does Marion Brooks Clark offer?

Marion Brooks Clark specializes in Financial Planning, Investment Management.

What are Marion Brooks Clark's credentials?

Marion Brooks Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marion Brooks Clark located?

Marion Brooks Clark is based in BIRMINGHAM, Alabama, last registered with B, B, H, & B INC..

How does Marion Brooks Clark charge for services?

Marion Brooks Clark's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B, B, H, & B INC.?

B, B, H, & B INC. has approximately 3 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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