Bradly Ian 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

• 08/2016 → 08/2018
  Valic Financial Advisors
  Houston, TX
• 08/2018 → 08/2019
  Aig Capital Services, Inc.
  Houston, TX
• 08/2019 → 02/2020
  American General Life Insurance
  Houston, TX
• 04/2020 → 07/2026
  Legacy Financial Advisors
  Frisco, TX
• 04/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Finchly Finance
  Frisco, TX

Previous Registrations

• 2017-06-16 → 2018-09-11
  Valic Financial Advisors, Inc.
  Houston, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FINCHLY FINANCE; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-16
• S63 Uniform Securities Agent State Law Examination
  2016-11-08

Designations

• Certified Financial Planner