Rex Clinton Whiteside
Directeur Général chez Clarus Group, Inc.
Profil
Mr. Rex C.
Whiteside is a President at Clarus Group, Inc. He founded Clarus Wealth Group with a clear vision of how a financial services company could help clients achieve their goals.
Specializing in clients with complicated financial lives, he believes that firm clients need more than a financial advisor who simply manages their investment portfolio.
He specializes in bringing clarity to the many complex personal, business and financial issues that firm clients face.
He has over 25 years in the financial services business he has been recognized for his achievements and passion for helping his clients.
Mr. Whiteside was employed as a Vice President by Raymond James & Associates, Inc., a Financial Advisor by JC Bradford & Co. LLC, and Principal Financial Securities, Inc.
He graduated from Southern Methodist University with a major in finance and a minor in Economics.
Postes actifs de Rex Clinton Whiteside
| Sociétés | Poste | Début |
|---|---|---|
Clarus Group, Inc.
 Clarus Group, Inc. Investment ManagersFinance Clarus Group, Inc. (dba Clarus Wealth Group) is a private, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Rex Whiteside in 2020. Clarus Wealth Group offers investment advisory services to individuals, high net-worth individuals, trusts, estates, and businesses. | Directeur Général | 01/07/2020 |
Anciens postes connus de Rex Clinton Whiteside
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 01/07/2005 |
JC Bradford & Co. LLC
 JC Bradford & Co. LLC Investment Banks/BrokersFinance JC Bradford & Co. LLC provides security brokerage services. The private company is based in Dallas, TX. | Corporate Officer/Principal | 01/07/2000 |
| Principal Financial Securities, Inc. | Corporate Officer/Principal | 01/06/1997 |
Formation de Rex Clinton Whiteside
| Southern Methodist University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
| Principal Financial Securities, Inc. | Finance |
JC Bradford & Co. LLC
JC Bradford & Co. LLC Investment Banks/BrokersFinance JC Bradford & Co. LLC provides security brokerage services. The private company is based in Dallas, TX. | Finance |
Clarus Group, Inc.
Clarus Group, Inc. Investment ManagersFinance Clarus Group, Inc. (dba Clarus Wealth Group) is a private, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Rex Whiteside in 2020. Clarus Wealth Group offers investment advisory services to individuals, high net-worth individuals, trusts, estates, and businesses. | Finance |