LPL Financial
44yrs
Top advisor by experience in Tualatin
11yrs
David Clark
Financial advisor at LPL Financial
David Clark is a fiduciary financial advisor in Tualatin, Oregon, with 11 years in the industry. After nine years at Edward Jones, David joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 41 advisors with offices in Tualatin, and one of 41 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office8100 SW Nyberg Road Suite 295, Tualatin, OR 97062
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowLPL Financial LLCCurrent firm
- 2016 – 2024Edward JonesPreviously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Financial at 704-733-3300 and ask for David Clark. David works from the Tualatin, OR office.
How long has David been a financial advisor?
David has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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