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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
United Planners Financial Services 24 years, 5 months Jun 1995 - Present
United Planners' Financial Services of America Alimited Partner 24 years, 5 months Jun 1995 - Present
Clark Capital Mgmt. Grp, Inc. 33 years, 3 months Aug 1986 - Present
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Harry Joseph Clark?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Grant Williams L.P.

Last updated on March 24, 2014
    • N/A
      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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  • Fixed Fees
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