Clark Randall
Clark Randall is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Dallas, TX, with 39 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clark works as an insurance agent for Creekmur Inc., dba Creekmur Asset Management, LLC, dedicating about a quarter of his time. He also owns Financial Enlightenment, selling fixed insurance and annuities, and is an instructor at Southern Methodist University, both requiring minimal time.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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