CK
CFP
CK
CFP

Clark Kemsley

10 Years of Experience
Alburquerque, NM
Sells Insurance

Clark Kemsley is a CFP-designated registered investment advisor at Prime Capital Financial, based in Alburquerque, NM, with 10 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

4801 Lang Ave - Suite #110, Alburquerque, NM, 87109

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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 ActivitiesSells Insurance

Clark is an insurance agent selling and servicing fixed-insurance products through Prime Capital Risk Management and non-affiliated Insurance Marketing Organizations (IMOs) since February 2024. This takes minimal time.

Employment History
Current Registrations
Prime Capital Financial
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Portside Wealth Group, LLC
April 2023 - November 2023 · 7 mos
Townsquare Capital, LLC
April 2020 - June 2023 · 3 yrs 2 mos
Horter Investment Management, LLC
July 2015 - May 2020 · 4 yrs 10 mos
State Registrations3 states
CONMTX
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.
Clark Kemsley - Financial Advisor | TrueAdvisor