Clark
Blackman
Alpha Wealth Strategies, LLC
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About this Advisor
Clark Blackman is a certified financial planner, personal financial specialist and chartered financial analyst working in Cypress, Texas, with a total of 3 years of industry experience. Blackman currently works for Alpha Wealth Strategies, LLC. Throughout their career, they have worked at Fsc Securities Corp, Mbr Financial, Purshe Kaplan Sterling Investments, Margolis Brady Raghavan Financial, Patriot Wealth Management, Inc, Ag Installers and Alpha Wealth Strategies, LLC. Blackman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Alpha Wealth Strategies, LLC is a registered investment firm operating in Cypress, Texas. The investment advisory business has just three people on staff. It manages $143 million in assets between its 32 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 32 client accounts, 88% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Alpha Wealth Strategies, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which service is provided. Fees charged by Alpha Wealth Strategies, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Wealth Strategies, LLC Brokerage Details
$143,184,558
3
32
$4,474,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Clark Blackman Work History
Clark has been registered as a financial advisor for 3 years.*
Alpha Wealth Strategies, LLC
Alpha Wealth Strategies, LLC
Ag Installers
Patriot Wealth Management, Inc
Purshe Kaplan Sterling Investments
Fsc Securities Corp
Mbr Financial
Margolis Brady Raghavan Financial
*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 Blackman 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 Alpha Wealth Strategies, LLC
Cypress, TX
Cypress, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
