Unclaimed
Clark David Dearmond is an investment advisor representative with Secure Investment Management, LLC. Clark has been in the financial services industry since 1988 and has held licenses with several firms including VFG Securities, Inc., SagePoint Financial, Inc., and Next Financial Group, Inc. Clark is a registered Investment Advisor in California and has a Series 65 license. Clark also holds a Series 26, Series 6 and Series 7 licenses. Clark provides financial planning services and manages portfolios for individuals, including high net worth individuals and corporations. Clark is also licensed as an insurance agent and owns an independent insurance agency.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
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2
AZ
01/01/2025 - Present
Secure Investment Management, LLC (TUCSON AZ)
CA
12/10/2010 - 08/02/2012
VFG SECURITIES, INC. (SANTA MONICA CA)
CA
09/13/2010 - 12/16/2010
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
CA
03/06/2001 - 09/22/2010
NEXT FINANCIAL GROUP, INC. (CARLSBAD CA)
NJ
10/13/1988 - 09/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/13/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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