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Tina E Clark

BELLEAIR ASSET MANAGEMENT, LLC·BELLEAIR BLUFFS, Florida
SIE, Series 4, Series 7, Series 24, Series 27, Series 63Clean recordBELLEAIR ASSET MANAGEMENT, LLC
259 INDIAN ROCKS ROAD NORTH, BELLEAIR BLUFFS, FL 33770CRD# 734145Firm CRD# 290882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tina E Clark · BELLEAIR BLUFFS, FL
Registration
CRD #734145 · BELLEAIR ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 Tina E Clark offer?
Tina E Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEAIR BLUFFS, Florida for a consultation.
What are Tina E Clark's credentials?
Tina E Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tina E Clark located?
Tina E 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 Tina E Clark charge for services?
Tina E 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

James Milton Clark
BELLEAIR BLUFFS, FL
PFS

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