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  • WHO WE ARE
    • OUR TEAM
    • OUR ALLIANCES
    • COMMUNITY AND INDUSTRY INVOLVEMENT
  • WHAT WE DO
    • FINANCIAL SERVICES
    • OUR PROCESS
    • HOW WE HELP
    • FUND FAMILIES WE WORK WITH
  • 401(K) OPTIONS
    • UNDERSTAND YOUR OPTIONS
    • KEY THINGS TO KNOW
    • HOW TO MOVE YOUR OLD 401(k)
    • INVESTMENT STRATEGIES
  • CLIENT RESOURCES
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    • FINANCIAL E-BOOKS
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  • CONTACT
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    • NEW YORK LIFE
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  • Schedule a Meeting
Disclosure

Trevor Houston, and Trevor Houston are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Trevor Houston (CA Insurance License #4115650).
Trevor Houston (CA Insurance License #4115650).

As a New York Life Agent, Mark Elder is licensed and authorized to offer insurance in California, but CLEARPATH WEALTH STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Trevor Houston is licensed and authorized to offer insurance in California, but CLEARPATH WEALTH STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Trevor Houston, 2591 Dallas Pkwy Ste 405, Frisco, TX 75034, 214-585-1934.
Trevor Houston, 2591 Dallas Pkwy Ste 405, Frisco, TX 75034, 214-585-1934.

Trevor Houston, and Trevor Houston are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

CLEARPATH WEALTH STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CLEARPATH WEALTH STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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