Clark D. Randall

CREEKMUR ASSET MANAGEMENT

Dallas, TX

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CRD#: 1613698

Professional summary

Clark David Randall SR, AIF®, CFP®, who also goes by Clark David Randall Sr, is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Dallas, Texas.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Clark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clark David Randall Sr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) CREEKMUR INC., DBA CREEKMUR ASSET MANAGEMENT, LLC POSITION INSURANCE AGENT; NATURE: INSURANCE SALES INVESTMENT RELATED: NO; NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE 03/2023 ADDRESS: MORTON, IL 61550 DESCRIPTION: Insurance Sales and Services. 2.) FINANCIAL PLANNING ASSOCIATION OF DFW POSITION: COMMITTEE MEMBER NATURE: NON-PROFIT 501 C-3 INVESTMENT RELATED: NO NUMBER OF HOURS: 01 SECURITIES TRADING HOURS: 01 START DATE 01/2021 ADDRESS: 1290 BROADWAY SUITE 1625 DENVER, CO 80203 DESCRIPTION: HELP BUILD MEMBERSHIP FOR THE ORGANIZATION 3.) FINANCIAL ENLIGHTENMENT POSITION: OWNER NATURE: Fixed Insurance Sales and Annuity Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services. 4.) SOUTHERN METHODIST UNIVERSITY POSITION: Instructor NATURE: CFP Board Certification Prog INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark David Randall SR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 21, 2023 - Present

CREEKMUR ASSET MANAGEMENT, LLC

RIA

CRD#: 306903

Dallas, TX

Past

March 14, 2023 - February 12, 2024

AE FINANCIAL SERVICES, LLC

CRD#: 298608

Addison, TX

Past

December 9, 2010 - March 16, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

DALLAS, TX

Past

December 1, 2010 - December 8, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

DALLAS, TX

Past

December 1, 2010 - March 16, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DALLAS, TX

Past

January 17, 2001 - December 10, 2010

OSAIC FA, INC.

RIA

CRD#: 3978

DALLAS, TX

Past

January 17, 2001 - April 6, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 17, 2001 - December 10, 2010

OSAIC FA, INC.

CRD#: 3978

DALLAS, TX

Past

February 12, 1987 - January 8, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/12/2023)

IAR

Texas
(3/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/11/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

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Contact information

Main Address

805 West Jackson Suite 301, Morton, IL 61550

Mailing Address

Phone number

(309) 925-2043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREEKMUR ASSET MANAGEMENT WRAP BROCHURE (3/6/2025)

CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	3,152
AUM (Assets Under Management)	$ 561,787,874

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Clark D. Randall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark David Randall SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CREEKMUR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/1997

Series 63

Date: 2/11/1987

SIE

Date: 10/1/2018

Series 7

Date: 8/26/1997

Series 6

Date: 2/11/1987

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREEKMUR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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