Clark David Dearmond

Secure Investment Management, LLC

18 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Secure Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

825 clients

Average Client Portfolio

$46K average

Assets Under Management

$38.3M

Fee Structure

Minimum Investment:$25K

Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2014

Settled

Customer Dispute

October 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Clark owns Clark DeArmond, LLC, an independently owned insurance agency, dedicating full-time hours to it. He is also a licensed insurance agent with J.D. Mellberg Financial, LLC, spending varying hours depending on business needs.

Employment History

Current Registrations

Secure Investment Management, LLC

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Specialized Advisors

January 2019 - October 2019 · 9 mos

Secure Investment Management, LLC

August 2017 - January 2019 · 1 yr 5 mos

Vfg Advisors, INC.

December 2010 - August 2012 · 1 yr 8 mos

Sagepoint Financial, INC.

September 2010 - December 2010 · 3 mos

Pageone Financial, INC.

September 2002 - October 2003 · 1 yr 1 mo

Next Financial Group, INC.

June 2002 - September 2010 · 8 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.