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BC

Bradley D. Clark

DOUBLE SEVEN WEALTH GROUP
Amarillo, TX 79101
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CRD#: 3167623
BC

Professional summary


Bradley Dean Clark, who also goes by Brad Clark, Bradley D Clark, is a registered financial advisor currently at DOUBLE SEVEN WEALTH GROUP, LLC located in Amarillo, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bradley has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brad Clark | Bradley D Clark

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.
Brad Clark holds the General Lines Agent (Life, Accident, Health & HMO) Insurance License with the State of Texas. He may advise clients on insurance related products and may offer insurance products for which he will receive commissions from the insurance companies through an independent insurance agency.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bradley Dean Clark's 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®
None

Experience


Current

November 1, 2019 - Present

DOUBLE SEVEN WEALTH GROUP, LLC

Office #1: 801 S. Fillmore Street Suite 405, Amarillo, TX 79101
RIA
CRD#: 306038
Amarillo, TX
Past

October 27, 2014 - December 22, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
AMARILLO, TX
Past

October 27, 2014 - December 22, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
AMARILLO, TX
Past

April 12, 2012 - September 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
AMARILLO, TX
Past

February 17, 2012 - September 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
AMARILLO, TX
Past

February 17, 1999 - December 10, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Texas
(11/1/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DS
DOUBLE SEVEN WEALTH GROUP, LLC
DOUBLE SEVEN WEALTH GROUP, LLC

CRD#: 306038 / SEC#:

Texas
Registered Investment Advisory firm - (11/1/2019 Approved)
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Contact information


Main Address
801 S. Fillmore Street Suite 405, Amarillo, TX 79101
Mailing Address
Phone number
(806) 680-6399
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 8,695,611

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.

Company Information


DOUBLE SEVEN WEALTH GROUP, LLC

CRD#: 306038Amarillo, TX 79101

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