Clark Randall has been an investment adviser representative at Creekmur Asset Management since March 2023, and is not listed among the firm’s executive officers or direct owners. Clark Randall holds a Bachelor of Business Administration in major in finance from Texas A&M University and a Master of Jurisprudence in double major in wealth management and risk management from Texas A&M University School of Law.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Clark D. Randall is Director of Financial Planning of Creekmur Wealth Advisors. He joined Creekmur in 2023 after managing his own financial planning practice for 36 years. He has served on the Advisory Board of the Journal of Financial Planning and the Dallas-Fort Worth Financial Planning Association Board of Directors, and is an adjunct professor in financial planning at East Texas A&M University.
Clark Randall’s longest registration was 12 years at Cambridge Investment Research Advisors, Inc. (2010–2023). Before joining Creekmur Asset Management in 2023, Clark Randall was registered through Cambridge Investment Research Advisors, Inc. and Lincoln Financial Advisors Corporation.
- – present · 3 yearsDallas, TX · Adviser representative · Firm CRD 306903
- Cambridge Investment Research Advisors, Inc.– · 12 yearsDallas, TX · Adviser representative · Firm CRD 134139
- Lincoln Financial Advisors Corporation– · 9 yearsDallas, TX · Adviser representative · Firm CRD 3978
Professional designations
Listed by Creekmur Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Life Underwriter (CLU®)
- Accredited Estate Planner (AEP®)
- Registered Social Security Analyst (RSSA®)
- Tax Planning Certified Professional (TPCP®)
Investment adviser representative registrations
Clark Randall is registered as an investment adviser representative in Texas, since March 2023.
- TexasSince 21 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 August 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 February 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Clark David Randall
- CRD
- 1613698
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- Dallas, TX
- Registration
- Investment adviser registration
- In the industry since
- February 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Clark Randall work?
Clark Randall is an investment adviser representative registered through Creekmur Asset Management, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Clark Randall a financial advisor?
Yes. Clark Randall has a current investment-adviser registration in Texas, through Creekmur Asset Management since March 2023.
How many years of experience does Clark Randall have?
Clark Randall has 39 years in the financial industry, since February 1987, across 3 adviser firms.
What exams has Clark Randall passed?
Clark Randall has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in February 1987. FINRA credited Clark Randall with the SIE, which began in October 2018.
Where did Clark Randall work before Creekmur Asset Management?
Before Creekmur Asset Management, Clark Randall was registered through Cambridge Investment Research Advisors, Inc., December 2010 to March 2023; Lincoln Financial Advisors Corporation, January 2001 to December 2010.
Where is Clark Randall based?
Clark Randall’s registered office is in Dallas, TX.
Is Clark Randall registered with FINRA?
No. Clark Randall has no current broker registration.
Is Clark Randall a CFP?
Creekmur Asset Management lists Clark Randall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Clark Randall’s record?
Search CRD 1613698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Randall’s full registration record.
