Investment adviser representative · Succession Financial, Inc.
Clark D. Buchanan
CRD 7781925 · McKinney, TX
At a glance
Clark D. Buchanan is an investment adviser representative with Succession Financial, Inc. in McKinney, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clark’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Succession Financial, Inc.Since August 2026McKinney, TX · $210M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Clark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Succession Financial, Inc.
- Barbara J. BridgmanMcKinney
- Eric E. WolfeMcKinney · Certified Financial Planner, Chartered Financial Consultant
Every advisor at Succession Financial, Inc. →Succession Financial, Inc.: assets, clients and custodians →Financial advisors in McKinney, TX →Every Succession Financial, Inc. advisor in McKinney →Advisor Moves: who changed firms this week →