Clark Douglas Buchanan
Investment adviser representative at Succession Financial, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$210.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Succession Financial, IncAug 2026 to now
- Moss, Luse & Womble, LLCAug 2020 to Aug 2026
- Dallas Baptist UniversityJan 2017 to Aug 2020
- Dallas Baptist UniversityJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Succession Financial, Inc
Legal name: Succession Financial, Inc.
$210.3MAssets managed
173Clients
3Advisers
1 yearIn 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
- 7781925
- Firm CRD
- 336434