Christopher Dale Clark

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 07/2017
  Wfg Investments, Inc.
  Dallas, TX
• 08/2017 → 08/2018
  Prospera Financial Services Inc.
  Dallas, TX
• 10/2018 → 10/2020
  Securian Financial Services Inc
  St. Paul, MN
• 10/2018 → Present
  Symmetry Financial Solutions
  San Antonio, TX
• 10/2020 → 06/2024
  Securities America, Inc.
  San Antonio, TX
• 10/2020 → 06/2024
  Securities America Advisors
  San Antonio, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2020-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  San Antonio, TX
  San Antonio, TX
• 2018-10-18 → 2020-11-12
  Securian Financial Services, Inc.
  San Antonio, TX
• 2017-08-21 → 2018-09-06
  Prospera Financial Services, Inc.
  Dallas, TX
  Dallas, TX
• 2016-06-28 → 2017-07-14
  Wfg Advisors, Lp
  Dallas, TX
• 2013-09-17 → 2016-02-26
  Kestra Investment Services, Llc
  Austin, TX
• 2010-01-07 → 2013-09-24
  Charles Schwab & Co., Inc.
  Austin, TX
• 2008-05-20 → 2009-01-15
  Equitable Advisors, Llc
  Plano, TX

Other Businesses

1. SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 08/28/2020 ADDRESS: 8000 W I-10, Suite 950A, San Antonio TX 78230, United States DESCRIPTION: Investment Advisory 2. DBA - Symmetry Financial Solutions

Exams

• S66 Uniform Combined State Law Examination
  2008-05-18

Other Names

• Chris Clark
• Christopher D Clark
• Christopher Dale Clark
• Christopher Clark