Andrew Firman Clark
Investment adviser representative at Lexaurum Advisors
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lexaurum AdvisorsMay 2021 to now
- Persinger PlanningApr 2015 to now
- Cetera Advisor Networks LLCSep 2019 to May 2021
- Summit Financial Group IncJun 2017 to May 2021
- Summit Brokerage Services, Inc.Jun 2017 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (DC).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1631784
- Firm CRD
- 283653