Rex Clinton Whiteside
Investment adviser representative at The Clarus Group
21 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
21 years in the industry.
- The Clarus GroupSep 2020 to now
- The Clarus Group, Inc. d/b/a Clarus Wealth GroupSep 2020 to now
- Kingswood Capital Partners, LLCOct 2020 to Jun 2023
- Raymond James Financial Services Advisors, IncJan 2009 to Sep 2020
- Raymond James Financial Services, Inc.Jul 2005 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Clarus Group
Legal name: The Clarus Group, Inc.
$1.1BAssets managed
613Clients
9Advisers
6 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
- 2149756
- Firm CRD
- 310163