Unclaimed Profile

Clark D Edlund

CAZ INVESTMENTS L.P.·HOUSTON, Texas

SIE, Series 3, Series 7, Series 66Clean record20 years registeredCAZ INVESTMENTS L.P.

ONE RIVERWAY, HOUSTON, TX 77056CRD# 4958508Firm CRD# 113931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clark D Edlund · HOUSTON, TX

Registration

CRD #4958508 · CAZ INVESTMENTS L.P. · 20 years registered

Brand Profile

Not yet started

Career History

CAZ INVESTMENTS L.P.

Feb 2016 – present

ZT WEALTH ADVISORY

Nov 2015 – Feb 2016

Houston, TX

MHA FINANCIAL CORP

May 2014 – Nov 2015

HOUSTON, TX

LPL FINANCIAL CORPORATION

Jul 2008 – Feb 2009

FORT MILL, SC

FIRST ADVISORS, INC.

Jul 2007 – Jul 2008

HUMBLE, TX

AXA ADVISORS, LLC

Apr 2006 – Jul 2007

WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · April 4, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAZ INVESTMENTS L.P.

CRD 113931 · SEC 801-60606

AUM

$6.4B

Regulatory assets under management

Employees

8,044 client accounts

Services offered by CAZ INVESTMENTS L.P.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CAZ INVESTMENTS L.P. →

Introduction

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Frequently Asked Questions

What services does Clark D Edlund offer?

Clark D Edlund specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Clark D Edlund's credentials?

Clark D Edlund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clark D Edlund located?

Clark D Edlund is based in HOUSTON, Texas, working with CAZ INVESTMENTS L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Clark D Edlund charge for services?

Clark D Edlund's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAZ INVESTMENTS L.P.?

CAZ INVESTMENTS L.P. has approximately 48 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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