Amanda Lee Roberds
Investment adviser representative at Clark Financial Services Group, Inc.
3 yearsExperience
1 stateRegistered in
$498.7MFirm assets
31 yearsFirm in business
Are you Amanda Lee Roberds? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
3 years in the industry.
- Clark Financial Services Group, Inc.Sep 2018 to now
- Charles Schwab & Co., Inc.Apr 2015 to Aug 2018
- Charles Schwab BankApr 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
Clark Financial Services Group, Inc.
Legal name: Clark Financial Services Group Inc
$498.7MAssets managed
431Clients
5Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6484159
- Firm CRD
- 110650