CB
CFP
CB
CFP

Clive Edward Blowers

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
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Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clive is the owner of Weybridge Wealth Management LLC since March 2023, running his investment advisory and broker-dealer business. This activity requires a few hours per week.

Employment History
Current Registrations
Institutional Securities CorporationBroker
July 2021 - Present · 4 yrs 7 mos
Isc Advisors, INC.
July 2021 - Present · 4 yrs 7 mos
Institutional Securities Corporation
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2005 - July 2021 · 16 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2005 - July 2021 · 16 yrs 2 mos
Chase Investment Services CORP.
July 2000 - May 2005 · 4 yrs 10 mos
Chase Investment Services CORP.Broker
July 2000 - May 2005 · 4 yrs 10 mos
Fetterman Investments, INC.Broker
July 2000 - July 2000 · 0 mos
Institutional Securities CorporationBroker
January 1999 - July 2000 · 1 yr 6 mos
Ba Investment Services, INC.Broker
May 1996 - December 1998 · 2 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
November 1993 - May 1996 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
July 1993 - October 1993 · 3 mos
American Express Financial Advisors INC.Broker
July 1993 - October 1993 · 3 mos
State Registrations5 states
GAMINMTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Clive Edward Blowers - Financial Advisor | TrueAdvisor