Randy Smith has been Limited Partner of Clear Sky Financial since August 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Clear Sky Financial, LP is a Prosper, TX firm with $141M under management, 126 clients and 3 advisers in one office, as of its March 2026 filing.
Randy Smith is Financial Advisor of Clear Sky Financial. He has been in the financial industry for over 30 years, starting at Primerica Financial Services, where he was asked by the Southwest Airlines Pilots Association to chair its Retirement and Insurance Committee, and later moved to LPL Financial. In 2018 Randy, Andrew and John partnered to establish Clear Sky Financial.
Randy Smith’s longest registration was 12 years at LPL Financial LLC (2006–2018). Before joining Clear Sky Financial in 2018, Randy Smith was registered through LPL Financial LLC and Ameriprise Financial Services, Inc.
- Clear Sky Financial, LPCurrent– present · 8 yearsProsper, TX · Adviser representative · Firm CRD 298551
- LPL Financial LLC– · 12 yearsPlano, TX · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 4 yearsDallas, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by Clear Sky Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Randy Smith is registered as an investment adviser representative in Texas, since October 2018.
- TexasSince 11 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 25 September 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Randy Louis Smith
- CRD
- 2238713
- Firm
- Clear Sky Financial · CRD 298551
- Role
- Limited Partner
- Office
- 130 N. PRESTON ROAD, SUITE 344, Prosper, TX 75078
- Registration
- Investment adviser registration
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- csfplan.com
Where does Randy Smith work?
Randy Smith has been Limited Partner of Clear Sky Financial, LP since August 2018, and is a control person of the firm.
Is Randy Smith a financial advisor?
Yes. Randy Smith has a current investment-adviser registration in Texas, through Clear Sky Financial since October 2018.
How many years of experience does Randy Smith have?
Randy Smith has 34 years in the financial industry, since August 1992, across 3 adviser firms.
What exams has Randy Smith passed?
Randy Smith has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in July 1992. FINRA credited Randy Smith with the SIE, which began in October 2018.
Where did Randy Smith work before Clear Sky Financial?
Before Clear Sky Financial, Randy Smith was registered through Ameriprise Financial Services, Inc., September 2001 to January 2006.
Where is Randy Smith based?
Randy Smith’s registered office is in Prosper, TX.
Is Randy Smith registered with FINRA?
No. Randy Smith has no current broker registration.
Is Randy Smith a CFP?
Clear Sky Financial lists Randy Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Randy Smith’s record?
Search CRD 2238713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randy Smith’s full registration record.