Clark Blackman, financial advisor Houston TX
93 score

Clark Blackman

CRD Number: 5979102
Current Firm: Patriot Wealth Management, Inc.

Clark Blackman (CRD# 5979102) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 4 years of experience in the finance industry. Clark Blackman 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
Patriot Wealth Management, Inc. Houston, TX Feb 2016 - Current < 1
Mbr Financial Houston, TX Sep 2011 - Feb 2016 4
Purshe Kaplan Sterling Investments Albany, NY Sep 2013 - Sep 2014 1
Fsc Securities Corp Houston, TX Oct 2011 - Sep 2013 1
Margolis Brady Raghavan Financial Houston, TX Sep 2011 - Sep 2013 2
Raghavan Financial, Inc. Houston, TX Aug 2011 - Sep 2011 < 1
Deloitte Tax LLP Houston, TX Aug 2008 - Aug 2011 3
Full-time Education College Station, TX May 2008 - Aug 2008 < 1
Deloitte Tax LLP Houston, TX Feb 2008 - May 2008 < 1
Full-time Education College Station, TX Aug 2005 - Feb 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Clark M. Blackman
Phone Number: 713-344-9300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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