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Gavin Clarkson

Trustee Empowerment & Protection, INC.
20 Years of Experience
The Woodlands, TX
View SEC Summary
View SEC Summary

Gavin Clarkson is a registered investment advisor at Trustee Empowerment & Protection, INC., based in The Woodlands, TX, with 20 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients with $10M in assets under management.

Trustee Empowerment & Protection, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$10.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Direct internet advisory service for retirement plans — $4,999 per year ($3,499 payable in advance, which includes a $2,999 software license fee, plus $500 quarterly installments), providing access to online tools to evaluate investment choices.
  • Direct internet advisory service for individual investors — $999 per year payable in advance, which includes a $499 license fee for a portfolio tracking application.
One-Time Plan:$999 - $4,999
View Full SEC Brochure

Location

155 Wisteria Walk Circle, The Woodlands, TX, 77381

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gavin is involved in several business activities, including Clarkson and Sons, Inc. (consulting firm), Rice University and New Mexico State University (lecturer/professor), Native American Capital, LLC (consulting firm), a solo law practice, Tribal Finance (financial services), CSSC Investment Advisory Services, and a congressional campaign. The time commitment varies from minimal to more than full-time.

Employment History
Current Registrations
Trustee Empowerment & Protection, INC.
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Cssc Brokerage Services, INC.Broker
December 2012 - August 2018 · 5 yrs 8 mos
Capnet Securities CorporationBroker
October 2012 - December 2012 · 2 mos
Westrock Advisors, INC.Broker
November 2009 - October 2010 · 11 mos
Western International Securities, INC.Broker
February 2005 - January 2009 · 3 yrs 11 mos
Red-Horse Securities, LLCBroker
April 2003 - October 2004 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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