JC
CFP
JC
CFP

Justin Clark

20 Years of Experience
Frisco, TX
BrokerSells Insurance

Justin Clark is a CFP-designated registered investment advisor, based in Frisco, TX, with 20 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold.

Location

8372 Hillside Drive, Frisco, TX, 75033

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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 ActivitiesSells Insurance

Justin is involved in several outside business activities. He sells fixed insurance products, is part owner of Eagle Retirement Group LLC (an investment, advisory, and insurance business), is secretary for Creek and Timber Legacy, and is manager/owner of Hillside Drive LLC for rental property expense management. The insurance sales and Eagle Retirement Group activities take up a significant portion of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2023 - Present · 3 yrs
Cetera Financial Specialists LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Osaic Wealth, INC.
September 2023 - October 2023 · 1 mo
Osaic Wealth, INC.Broker
September 2023 - October 2023 · 1 mo
Sagepoint Financial, INC.
January 2014 - September 2023 · 9 yrs 8 mos
Sagepoint Financial, INC.Broker
July 2006 - September 2023 · 17 yrs 2 mos
Legend Equities CorporationBroker
November 2005 - May 2006 · 6 mos
State Registrations13 states
AZCACOFLGAKSMNMSNMOKTNTXWA
AdvisorBrokerBoth

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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