Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
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Advisor Information

Office location

1156 Bowman Road, Suite 200, Mount Pleasant, SC, 29464

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Clarence works as a sound engineer for Encore Music and provides tech direction for St. Andrews Church, dedicating about 10-20% of his time to each. He also works as an agent for Blanton Financial Group selling fixed insurance products, taking about half of his time, and conducts educational Medicare workshops for two companies, spending minimal time on each.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 2 mos
Cambridge Investment Research, INC.
November 2025 - Present · 2 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 2 mos
Dempsey Lord Smith, LLC
January 2025 - Present · 1 yr
Previous Registrations
Dempsey Lord Smith, LLC Broker
July 2024 - November 2025 · 1 yr 4 mos
Dempsey Lord Smith, LLC Broker
December 2017 - March 2019 · 1 yr 3 mos
Invest Financial CorporationBroker
August 2017 - December 2017 · 4 mos
W&s Brokerage Services, INC. Broker
March 2017 - July 2017 · 4 mos
Thrivent Investment Management INC.
April 2006 - April 2008 · 2 yrs
Thrivent Investment Management INC. Broker
September 2004 - April 2008 · 3 yrs 7 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.