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Thomas Bradford Clark

CX Institutional, LLC

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About Thomas Bradford Clark

Thomas Bradford Clark is a financial professional with over 25 years of experience in the financial services industry. Thomas has a broad range of experience working with individuals, corporations, and institutions, including investment management, financial planning, and wealth management services. Thomas has worked with many firms, including LPL Financial LLC and Donahue Securities, Inc., and is currently an Investment Advisor Representative for CX Institutional, LLC. He has also earned the Certified Financial Planner (CFP) designation.

Firm Information

Thomas Clark is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Thomas Clark’s Registration & Firm History

OH

10/14/2024 - Present

CX Institutional, LLC (Cincinnati OH)

OH

06/18/1999 - 04/02/2024

LPL FINANCIAL LLC (CINCINNATI OH)

OH

08/31/1995 - 06/17/1999

DONAHUE SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 08/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2017

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/18/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Bradford Clark.
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