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Amanda Lee Roberds

Clark Financial Services Group, Inc.

Chesterfield, MO

CRD 6484159

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Employer firm

Clark Financial Services Group, Inc. CRD 110650

$499M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Clark Financial Services Group, Inc.

14310 Olive Blvd, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-09-10
  • MO RA
    APPROVED
    Since 2018-09-10

Branch Locations

14310 Olive Blvd, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Chesterfield MO 04/2015 08/2018
Charles Schwab Bank Chesterfield MO 04/2015 08/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-19
  • S66 Uniform Combined State Law Examination
    2015-10-19
Other Names
  • Amanda Lee Shepherd

View on SEC IAPD

Nearby Firms

CARROLL WEALTH MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD

Nearby Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

More in Chesterfield, MO

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