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Clarke Joseph Long

CRD# 6308736·Registered 2015 - 2025
Previously Registered: Being a previously registered professional could mean that Clarke is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Clarke Joseph Long was a registered financial advisor. Clarke was a previously registered financial professional and started their career in finance 2015 - 2025. Clarke had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

CLEAR RESOURCE GROUP, LLC·CRD# 304245
RIA
Portland, OR
November 21, 2022 - October 21, 2025
FISHER INVESTMENTS·CRD# 107342
RIA
Camas, WA
March 16, 2021 - August 17, 2021
FIRST REPUBLIC SECURITIES COMPANY, LLC·CRD# 105108
BD
San Francisco, CA
June 25, 2015 - April 17, 2017

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Current Firm

CR
CLEAR RESOURCE GROUP, LLC

CLEAR RESOURCE GROUP, LLC

CRD#: 304245

Contact Information

Main Address

1130 Nw 12th Avenue Unit 100, Portland, OR 97209

Phone Number

(503) 227-9800

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

335

AUM (Assets Under Management)

$126,655,292

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2015About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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