Clark
Dearmond

Secure Investment Management, LLC

CRD#1883091
Investment Advisor
in Tucson, AZ

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About this Advisor

Clark Dearmond is a financial advisor based out of Tucson, Arizona with 4 years of relevant experience. Dearmond is an advisor for Secure Investment Management, LLC. Over the course of their career, they have held roles at Clarkdearmond, LLC, Transamerica Agency Network, J.D. Mellberg Financial, LLC, Secure Investment Managment, LLC, Specialized Advisors, LLC and Secure Investment Management. Dearmond maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Secure Investment Management, LLC is a financial advisory business operating out of Tucson, AZ. It has $37 million in assets under management among its 659 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Secure Investment Management, LLC offers a set of services, such as portfolio management for individuals and small businesses and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Secure Investment Management, LLC may include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7400 N Oracle Rd Suite 150-124
Tucson, AZ 85704

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Secure Investment Management, LLC Brokerage Details

Total Assets Under Management

$36,717,410

AZ Average: $1,555,372,352
Total Number of Employees

12

AZ Average: 37
Total Number of Accounts

659

AZ Average: 1,370
Average Account Size

$55,717

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Clark Dearmond Work History

Clark has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Secure Investment Management

2016 - Present (8 years)

Clarkdearmond, LLC

2015 - Present (9 years)

J.D. Mellberg Financial, LLC

2019 - 2019 (< 1 year)

Specialized Advisors, LLC

2017 - 2019 (2 years)

Secure Investment Managment, LLC

2013 - 2016 (3 years)

Transamerica Agency Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clark Dearmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Secure Investment Management, LLC

Clark Dearmond
Tucson, AZ
Douglas Warren
Temecula, CA
Jared Keating
Tucson, AZ
Kelley Velasquez
Tucson, AZ
John Keefe
Tucson, AZ
Jason Poff
Tucson, AZ
Mario Dela Cerna
Tucson, AZ
Roman Lara
Tucson, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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