Clark Buchanan has been an investment adviser representative at Succession Financial since August 2026, and is not listed among the firm’s executive officers or direct owners. Clark Buchanan holds a Bachelor of Business Administration in accounting from Dallas Baptist University and a Master of Business Administration in accounting from Dallas Baptist University.
Succession Financial, Inc. is a McKinney, TX firm with $210M under management, 173 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Clark Buchanan is Senior Wealth Advisor & Tax Specialist at Succession Financial. His background is in advising high income earners, high net worth individuals, and small business owners. He is experienced in personal financial planning, tax planning, and tax preparation.
Clark Buchanan’s longest registration was 2 years at Moss, Luse & Womble, LLC (2023–2026). Before joining Succession Financial in 2026, Clark Buchanan was registered through Moss, Luse & Womble, LLC.
- Succession Financial, IncCurrent– present · under a yearMcKinney, TX · Adviser representative · Firm CRD 336434
- Moss, Luse & Womble, LLC– · 2 yearsPlano, TX · Adviser representative · Firm CRD 152841
Professional designations
Listed by Succession Financial
- Certified Financial Planner® practitioner
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Clark Buchanan is registered as an investment adviser representative in Texas, since August 2026.
- TexasSince 24 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Clark Douglas Buchanan
- CRD
- 7781925
- Firm
- Succession Financial · CRD 336434
- Office
- 300 E. DAVIS STREET, STE. 152, McKinney, TX 75069
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- succession-financial.com
Where does Clark Buchanan work?
Clark Buchanan is an investment adviser representative registered through Succession Financial, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Clark Buchanan a financial advisor?
Yes. Clark Buchanan has a current investment-adviser registration in Texas, through Succession Financial since August 2026.
How many years of experience does Clark Buchanan have?
Clark Buchanan has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Clark Buchanan passed?
Clark Buchanan passed the Series 65 in September 2023.
Where is Clark Buchanan based?
Clark Buchanan’s registered office is in McKinney, TX.
Is Clark Buchanan registered with FINRA?
No. Clark Buchanan has no current broker registration.
Is Clark Buchanan a CFP?
Succession Financial lists Clark Buchanan with the CFP credential (“Certified Financial Planner® practitioner”) on its website. CFP Board confirms certification status.
How can I verify Clark Buchanan’s record?
Search CRD 7781925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Buchanan’s full registration record.
