Megan Clark has been Chief Compliance Officer/Investment Advisor Representative of Brighter Financial Capital Management since December 2018, is a control person of the firm and directly owns under 5% of it. Megan Clark studied at the University of Virginia.
Brighter Financial Capital Management, LLC is a Reston, VA firm with $135M under management, 338 clients and 5 advisers across 2 offices, as of its September 2026 filing.
Megan Clark is CEO and owner of Clark Financial Solutions. She grew up learning about the business. Her father, Rick, retired in 2016, and she hopes to carry on his legacy for the next generation.
Megan Clark’s longest registration is the current one, 6 years at Brighter Financial Capital Management since 2020. Before joining Brighter Financial Capital Management in 2020, Megan Clark was registered through Kalos Management.
- – present · 6 yearsReston, VA · Adviser representative · Firm CRD 300619
- Kalos Management– · 5 yearsReston, VA · Adviser representative · Firm CRD 133025
Professional designations
Listed by Brighter Financial Capital Management
- Retirement Income Certified Professional (RICP)
Investment adviser representative registrations
Megan Clark is registered as an investment adviser representative in Virginia, since April 2020.
- VirginiaSince 1 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 June 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2014 |
| Series 7 | General Securities Representative Examination | 13 February 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Megan Lee Clark
- CRD
- 5733655
- Firm
- Brighter Financial Capital Management · CRD 300619
- Role
- Chief Compliance Officer/Investment Advisor Representative
- Office
- 1984 ISAAC NEWTON SQ. W, SUITE 203, Reston, VA 20190
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- clarkfinancialplanning.com
Where does Megan Clark work?
Megan Clark has been Chief Compliance Officer/Investment Advisor Representative of Brighter Financial Capital Management, LLC since December 2018, and is a control person of the firm.
Is Megan Clark a financial advisor?
Yes. Megan Clark has a current investment-adviser registration in Virginia, through Brighter Financial Capital Management since April 2020.
How many years of experience does Megan Clark have?
Megan Clark has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Megan Clark passed?
Megan Clark has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in February 2014. FINRA credited Megan Clark with the SIE, which began in October 2018.
Where did Megan Clark work before Brighter Financial Capital Management?
Before Brighter Financial Capital Management, Megan Clark was registered through Kalos Management, June 2014 to March 2020.
Where is Megan Clark based?
Megan Clark’s registered office is in Reston, VA.
Is Megan Clark registered with FINRA?
Yes. Megan Clark has a current broker registration, under CRD 5733655.
Source: FINRA BrokerCheck
How can I verify Megan Clark’s record?
Search CRD 5733655 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Megan Clark’s full registration record.