Matthew Hamilton Herron

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Scottrade, Inc.
  St. Louis, MO

Previous Registrations

• 2017-02-15 → 2018-03-07
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-07-31