Gavin Clarkson, financial advisor Austin TX
81 score

Gavin Clarkson

CRD Number: 4630336
Current Firm: Cssc Investment Advisory Services, Inc.

Gavin Clarkson (CRD# 4630336) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Austin, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Brokerage Services, Inc. Houston, TX Nov 2012 - Current 4
Cssc Investment Advisory Services, Inc. Houston, TX Nov 2012 - Current 4
New Mexico State University Las Cruces, NM Aug 2012 - Current 4
Rice University Houston, TX Aug 2012 - Current 4
Clarkson And Sons Inc. Austin, TX Oct 1984 - Current 32
Lower Brule Community Developement Enterpise Lower Brule, SD Nov 2009 - Jul 2013 3
Capnet Securities Houston, TX Sep 2012 - Nov 2012 < 1
Westrock Advisors New York, NY Nov 2009 - Oct 2012 2
University Of Houston Houston, TX Aug 2008 - Aug 2012 4
Western International Securities Los Angeles, CA Feb 2005 - Jan 2009 3
University Of Michigan Ann Arbor, MI Jun 2003 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gavin S. Clarkson
Phone Number: 248-244-7980
Firm Website: https://csscias.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

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BADGES
81

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