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Clark D Edlund

CAZ Investments LP

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About Clark D Edlund

Clark Edlund is a financial advisor with Caz Investments LP. Clark has been in the industry since 2007 and is registered in Texas. Clark has experience with portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles. Clark also has experience with selecting other advisors. Clark has a Series 7, Series 3, and Series 66 license. Clark has worked with MHA Financial Corp, First Allied Securities, Inc., and LPL Financial Corporation.

Firm Information

Clark Edlund is currently registered with CAZ Investments LP. CAZ Investments LP is an investment advisor based in Houston, Texas. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $6.4 billion in assets for 8,044 clients. CAZ Investments LP does not participate in wrap fee programs.
CAZ Investments LP

ONE RIVERWAY

HOUSTON, TX 77056

$6.40B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Clark Edlund’s Registration & Firm History

TX

02/25/2016 - Present

CAZ Investments LP (Houston TX)

TX

01/14/2014 - 11/02/2015

MHA FINANCIAL CORP (HOUSTON TX)

SC

07/15/2008 - 02/02/2009

LPL FINANCIAL CORPORATION (FORT MILL SC)

TX

06/09/2008 - 06/27/2008

FIRST ALLIED SECURITIES, INC. (HUMBLE TX)

MO

07/13/2007 - 06/10/2008

FFP SECURITIES, INC. (CHESTERFIELD MO)

TX

07/11/2005 - 07/18/2007

AXA ADVISORS, LLC (WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 02/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark D Edlund.
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