LPL Branch Manager Oklahoma City Office
Independent Financial Advisor
CA Insurance License # 0A94568
Todd Clark is a founding Partner of Westside Investment Management. Todd began his career in Los Angeles in 1992 with American Express Financial Advisors, and earned national recognition for his financial planning and management achievements. He was recognized as a member of the Advanced Adviser Group in 1994. In 1995, Todd was appointed as a District Manager in the West Los Angeles office of American Express Financial Advisors. In this position he hired, trained and led a team of advisors for six years.
Todd’s professional credentials, registrations and licenses include: Bachelors Degree in Business Administration from Oklahoma State University; General Securities Principal (Series 24); General Securities Representative (Series 7 held through LPL Financial); Investment Adviser Representative (Series 65 held through Westside Investment Management, Inc.); Uniform Securities Agent (Series 63 held through LPL Financial), and Life and Health Insurance license.
Todd specializes in developing customized asset allocation and wealth management strategies. He credits his success to the personalized, caring approach he takes in helping clients work toward financial independence.
Todd and his wife Shelley have two children, Alysse and Sage. Todd enjoys water and snow skiing, reading, and hiking