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Clark David Dearmond

Secure Investment Management, LLC

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About Clark David Dearmond

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.

Firm Information

Clark Dearmond is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

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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Clark Dearmond’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark David Dearmond.
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