Unclaimed Profile

Clark Dean Pederson

ELLIOTT-LEDGERWOOD & COMPANY·KLAMATH FALLS, Oregon

SIE, Series 3, Series 7, Series 24, Series 53, Series 63, Series 65CFPClean record27 years registeredELLIOTT-LEDGERWOOD & COMPANY

810 MAIN STREET, KLAMATH FALLS, OR 97601CRD# 1035357Firm CRD# 14797

Profile Verification

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

Identity

Clark Dean Pederson · KLAMATH FALLS, OR

Registration

CRD #1035357 · ELLIOTT-LEDGERWOOD & COMPANY · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELLIOTT-LEDGERWOOD & COMPANY

D.A. DAVIDSON & CO.

Jul 2012 – Oct 2019

KLAMATH FALLS, OR

SOUTH VALLEY WEALTH MANAGEMENT

Dec 1998 – Jul 2012

KLAMATH FALLS, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 31, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELLIOTT-LEDGERWOOD & COMPANY

CRD 14797 · SEC 801-61535

AUM

$86M

Regulatory assets under management

Employees

295 client accounts

Services offered by ELLIOTT-LEDGERWOOD & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELLIOTT-LEDGERWOOD & COMPANY →

Introduction

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Frequently Asked Questions

What services does Clark Dean Pederson offer?

Clark Dean Pederson specializes in Financial Planning, Investment Management, Wealth Management.

What are Clark Dean Pederson's credentials?

Clark Dean Pederson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Clark Dean Pederson located?

Clark Dean Pederson is based in KLAMATH FALLS, Oregon, last registered with ELLIOTT-LEDGERWOOD & COMPANY.

How does Clark Dean Pederson charge for services?

Clark Dean Pederson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELLIOTT-LEDGERWOOD & COMPANY?

ELLIOTT-LEDGERWOOD & COMPANY has approximately 11 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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