Andrew Firman Clark

Employer firm

Lexaurum Advisors CRD 283653

$1.27B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2015 → Present
  Persinger Planning
  Washington, DC
• 06/2017 → 09/2019
  Summit Brokerage Services, Inc.
  Falls Church, VA
• 09/2019 → 05/2021
  Cetera Advisor Networks Llc
  Washington, DC
• 06/2017 → 05/2021
  Summit Financial Group Inc
  Washington, DC
• 05/2021 → Present
  Lexaurum Advisors
  Overland Park, KS

Previous Registrations

• 2017-06-26 → 2021-04-20
  Summit Financial Group Inc
  Washington, DC
• 2006-02-23 → 2015-03-04
  Northwestern Mutual Investment Services, Llc
  Mc Lean, VA
  Mc Lean, VA

Other Businesses

1) ANDREW CLARK; NOT INVESTMENT RELATED; 523 S SPRING ST FALLS CHURCH, VA 22046; SOLE PROPRIETORSHIP FOR MARKETING CONSULTING; CONSULTANT; 07/01/2015; APPX 10 HOURS/MONTH; APPX 5 HOURS/MONTH DURING TRADING; SHOWING COMPANIES MARKETING IDEAS TO GROW 2) NAME OF OTHER BUSINESS: TYSON CORNER CHAMBER OF COMMERCE BOARD INVESTMENT RELATED: NO ADDRESS: 7925 JONES BRANCH DR STE LL200 TYSONS, VA 22102; CHAMBER OF COMMERCE NATURE OF BUSINESS: CHAMBER OF COMMERCE START DATE: ; 01/09/2019 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: RUNNING CHAMBER 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG TERM CARE ; 4)NAME OF OTHER BUSINESS: PHILLIPS PROGRAMS ; INVESTMENT RELATED: NO ; ADDRESS: 7010 BRADDOCK RD, ANNANDALE VA 22003 ; NATURE OF BUSINESS: FUNDRAISING ; START DATE: 03/2020 ; POSITION/TITLE/RELATIONSHIP: FUNDRAISER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: RAISING FUNDS FOR SPECIAL EDUCATION SCHOOL ; 5) NAME OF OTHER BUSINESS: GOOGLE ADWORDS FOR NONPROFITS INVESTMENT RELATED: NO ADDRESS: N/A NATURE OF BUSINESS: MANAGING GOOGLE ADWORDS ACCOUNTS FOR NONPROFITS START DATE: TBD POSITION/TITLE/RELATIONSHIP: NO TITLE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: BRINGING IN NONPROFITS

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-19
• S65 Uniform Investment Adviser Law Examination
  2006-12-14

Designations

• Chartered Financial Consultant

Other Names

• Drew Clark