Advisor at Double Seven Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Double Seven Wealth Group, LLC
Location
Amarillo, TX 79101
Credentials
Series 63, Series 66
Industry experience
14 years
Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.
Based on Double Seven Wealth Group, LLC
Based on Double Seven Wealth Group, LLC
$250,000 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Earns commissions on insurance products through an independent insurance agency.
$200 per hour for Financial Consulting Services.
Account minimum: $50,000 (generally, but may be negotiable)
801 S. Fillmore Street, Suite 405
Amarillo, TX 79101
Texas
Double Seven Wealth Group, LLC
2019 - Present (7 years)
Firstbank Southwest
2017 - 2019 (2 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
Wells Fargo Advisors, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Amarillo, TX
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Series 63
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Kitsman Investment Management
Series 63, Series 66
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Series 65
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Hoyl Wealth Management, LLC
Series 63
Amarillo, TX
Spring Capital Management
Series 65
Amarillo, TX
ASK Capital Investment Managers
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