Clive Blowers is a CFP-designated registered investment advisor, based in Dallas, TX, with 33 years of industry experience. Clive is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
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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.
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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 Corporation
Institutional Securities CorporationBroker
Isc Advisors, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Fetterman Investments, INC.Broker
Institutional Securities CorporationBroker
Ba Investment Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
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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