Amanda
Roberds
Clark Financial Services Group, Inc
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About this Advisor
Amanda Roberds is a financial advisor based in Chesterfield, Missouri, working with Clark Financial Services Group, Inc. Amanda has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Scentsy, and Mid America Spine And Rehab. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Amanda is part of Clark Financial Services Group, Inc, which operates out of Chesterfield, Missouri. The firm has 5 employees and manages assets totaling $386.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and market timing services. The fee structure at Clark Financial Services Group, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clark Financial Services Group, Inc Brokerage Details
$386,456,759
5
1,749
$220,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
Amanda Roberds Work History
Charles Schwab & Co., Inc
Charles Schwab Bank
Scentsy
Mid America Spine And Rehab
Disclosures
Please visit the SEC profile of Amanda Roberds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clark Financial Services Group, Inc
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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