Clark
Blackman

Alpha Wealth Strategies, LLC

CRD#5979102
Investment Advisor
in Cypress, TX

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About this Advisor

Clark Blackman is a financial advisor based in Cypress, Texas, working with Alpha Wealth Strategies, LLC. Clark has previously held positions at Mbr Financial, Purshe Kaplan Sterling Investments, Patriot Wealth Management, Inc, Ag Installers, and Alpha Wealth Strategies, LLC. Clark has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Clark is part of Alpha Wealth Strategies, LLC, which operates out of Cypress, Texas. The firm has 3 employees and manages assets totaling $163.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Alpha Wealth Strategies, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Cypress, TX

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Alpha Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$163,084,867

Total Number of Employees

3

Total Number of Accounts

34

Average Account Size

$4,796,614

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Clark Blackman Work History

2020 - Present (5 years)

Alpha Wealth Strategies, LLC

2019 - 2020 (1 year)

Alpha Wealth Strategies, LLC

2017 - 2019 (2 years)

Ag Installers

2016 - 2017 (1 year)

Patriot Wealth Management, Inc

2013 - 2014 (1 year)

Purshe Kaplan Sterling Investments

2011 - 2016 (5 years)

Mbr Financial

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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

Clark Blackman
Cypress, TX
Clark Blackman
Cypress, TX

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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.

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