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James Milton Clark

BELLEAIR ASSET MANAGEMENT, LLC·BELLEAIR BLUFFS, Florida
SIE, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65PFSClean record20 years registeredBELLEAIR ASSET MANAGEMENT, LLC
259 INDIAN ROCKS ROAD NORTH, BELLEAIR BLUFFS, FL 33770CRD# 1471379Firm CRD# 290882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Milton Clark · BELLEAIR BLUFFS, FL
Registration
CRD #1471379 · BELLEAIR ASSET MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BELLEAIR ASSET MANAGEMENT, LLC
Jan 2018 – present
IPI WEALTH MANAGEMENT, INC.
May 2013 – Dec 2017
BELLEAIR BLUFFS, FL
BELLEAIR ASSET MANAGEMENT, INC
Mar 2006 – Sep 2013
BELLEAIR BLUFFS, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 55
Series 63
Series 65
Registration record
First registered · March 29, 2006
Years registered · 20
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELLEAIR ASSET MANAGEMENT, LLC
CRD 290882 · SEC 801-112148
AUM
$216M
Regulatory assets under management
Employees
3
349 client accounts
Services offered by BELLEAIR ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 BELLEAIR ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does James Milton Clark offer?
James Milton Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEAIR BLUFFS, Florida for a consultation.
What are James Milton Clark's credentials?
James Milton Clark holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Milton Clark located?
James Milton Clark is based in BELLEAIR BLUFFS, Florida, working with BELLEAIR ASSET MANAGEMENT, LLC. Their office serves clients in the BELLEAIR BLUFFS metropolitan area and surrounding communities.
How does James Milton Clark charge for services?
James Milton Clark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELLEAIR ASSET MANAGEMENT, LLC?
BELLEAIR ASSET MANAGEMENT, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELLEAIR ASSET MANAGEMENT, LLC

Tina E Clark
BELLEAIR BLUFFS, FL

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