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Randy Louis Smith

CLEAR SKY FINANCIAL, LP·PROSPER, Texas
Clean recordCLEAR SKY FINANCIAL, LP
130 N. PRESTON ROAD, PROSPER, TX 75078CRD# 2238713Firm CRD# 298551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randy Louis Smith · PROSPER, TX
Registration
CRD #2238713 · CLEAR SKY FINANCIAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Randy Louis Smith is a registered financial advisor based in PROSPER, Texas, affiliated with CLEAR SKY FINANCIAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CLEAR SKY FINANCIAL, LP
CLEAR SKY FINANCIAL, LP
AUM
$107M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2238713
Firm CRD# 298551
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randy Louis Smith offer?
Randy Louis Smith specializes in Financial Planning, Investment Management. Contact their office in PROSPER, Texas for a consultation.
What are Randy Louis Smith's credentials?
Randy Louis Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randy Louis Smith located?
Randy Louis Smith is based in PROSPER, Texas, working with CLEAR SKY FINANCIAL, LP. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How does Randy Louis Smith charge for services?
Randy Louis Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR SKY FINANCIAL, LP?
CLEAR SKY FINANCIAL, LP has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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