Scott Clarke, financial advisor Colleyville TX

Scott Clarke

CRD Number: 2591809
Current Firm: Cambridge Investment Research Advisors, Inc.

Scott Clarke (CRD# 2591809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colleyville, TX and has over 29 years of experience in the finance industry. Scott Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2017 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2017 - Current 6
Dba Scott Clarke Private Wealth Management Colleyville, TX Apr 2004 - Current 19
Scott Clarke Divorce Financial Services Colleyville, TX Apr 2004 - Current 19
Wilbanks Securities, Inc. Oklahoma City, OK Aug 2016 - Jun 2017 < 1
Royal Alliance Associates, Inc. Colleyville, TX Nov 2015 - Aug 2016 < 1
First Independent Advisory Services, Inc. Tulsa, OK Oct 2010 - Aug 2016 5
First Independent Financial Services, Inc. Tulsa, OK Oct 2010 - Nov 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
Contact Info for Scott D. Clarke
Phone Number: 641-472-5100
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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