Regulatory and Disclosure Information: Clark Planning & Investment Advisory is a Registered Investment Advisor providing comprehensive financial planning and investment management services on a fee-only basis. Clark Planning & Investment Advisory is registered with the State of Alabama Securities Commission. Clark Planning & Investment Advisory also has clients in Georgia, Mississippi, North Carolina and Tennessee and is allowed to conduct business with a limited number of clients in these states without being required to register in these states. Form ADV Part II is available upon request. Our only place of business is 1900 Providence Park, Suite 200, Birmingham, AL 35242. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation.

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1900 Providence Park, Suite 200
Birmingham, AL 35242
Phone: 205-981-1120
Fax: 205-981-1125

Email: clarkcpa@bellsouth.net

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