Justin Lowell Clark

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Poteau, OK
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Dallas, TX
• 10/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Hillside Drive Llc
  Frisco, TX
• 05/2026 → Present
  Fairway Vault Usa Llc
  Dallas, TX

Previous Registrations

• 2023-09-01 → 2023-10-20
  Osaic Wealth, Inc.
  Plano, TX
• 2014-01-07 → 2023-09-01
  Osaic Services, Inc.
  Dallas, TX
  Addison, TX

Other Businesses

1) FIXED INSURANCE SALES, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES AND LONG-TERM CARE INSURANCE, 5H/WEEK, 5H/WEEK DURING TRADING HOURS, SINCE 10/2004. 2) EAGLE RETIREMENT GROUP LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PART OWNER, DBA FOR INVESTMENTS, ADVISORY AND INSURANCE BUSINESS, MARKETING AND BUSINESS MANAGEMENT, 40H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 02/2009. 3) NAME OF OTHER BUSINESS: HILLSIDE DRIVE LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: MANAGER/OWNER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: RENTAL OF OFFICE PREMISES, BILL PAY, MAINTENANCE AND UPKEEP; 4) NAME OF OTHER BUSINESS: FAIRWAY VAULT USA LLC; INVESTMENT RELATED: NO ; ADDRESS: 3131 GOLFING GREEN DR DALLAS, TX 75234; NATURE OF BUSINESS: GOLF EQUIPMENT SALES AND EDUCATION; START DATE: 05/2026; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WEBSITE DESIGN AND MAINTENANCE;

Exams

• S66 Uniform Combined State Law Examination
  2005-06-28

Designations

• Certified Financial Planner