Clark Blackman, financial advisor Cypress TX

Clark Blackman

CRD Number: 5979102
Current Firm: Alpha Wealth Strategies, LLC

Clark Blackman (CRD# 5979102) is an Investment Advisor Representative working at Alpha Wealth Strategies, LLC in Cypress, TX and has over 12 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Alpha Wealth Strategies, LLC Cypress, TX Mar 2020 - Current 4
Alpha Wealth Strategies, LLC Kingwood, TX Oct 2019 - Mar 2020 < 1
Ag Installers Sugarland, TX Oct 2017 - Oct 2019 2
Patriot Wealth Management, Inc. Houston, TX Feb 2016 - Oct 2017 1
Mbr Financial Houston, TX Sep 2011 - Feb 2016 4
Purshe Kaplan Sterling Investments Albany, NY Sep 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Clark M. Blackman
Phone Number: 281-758-5252
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $4,796,614
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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