Randy Smith, financial advisor Prosper TX

Randy Smith

CRD Number: 2238713
Current Firm: Clear Sky Financial, LP

Randy Smith (CRD# 2238713) is an Investment Advisor Representative working at Clear Sky Financial, LP in Prosper, TX and has over 31 years of experience in the finance industry. Randy Smith 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
Flight Safety International Dfw Airport, TX Dec 2021 - Current 2
Clear Sky Financial, LP Plano, TX Aug 2018 - Current 5
Southwest Airlines Dallas, TX May 1983 - Current 41
Lpl Financial LLC Plano, TX Jan 2006 - Oct 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
Contact Info for Randy L. Smith
Phone Number: 214-440-3615
Firm Website: https://www.csfplan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $366,191
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
Types of Clients
Registered States

LA, TX

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