Amanda Roberds has been an investment adviser representative at Clark Financial Services Group since September 2018, and is not listed among the firm’s executive officers or direct owners.
Clark Financial Services Group Inc is a Chesterfield, MO firm with $499M under management, 431 clients and 5 advisers in one office, as of its July 2026 filing.
Amanda Roberds’ longest registration is the current one, 8 years at Clark Financial Services Group since 2018. Before joining Clark Financial Services Group in 2018, Amanda Roberds was registered through Charles Schwab & Co., Inc.
- – present · 8 yearsChesterfield, MO · Adviser representative · Firm CRD 110650
- Charles Schwab & Co., Inc.– · 2 yearsChesterfield, MO · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Amanda Roberds is registered as an investment adviser representative in Missouri, since September 2018.
- MissouriSince 10 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 October 2015 |
| Series 7 | General Securities Representative Examination | 13 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amanda Lee Roberds
- CRD
- 6484159
- Firm
- Clark Financial Services Group · CRD 110650
- Office
- 14310 OLIVE BLVD, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Roberds work?
Amanda Roberds is an investment adviser representative registered through Clark Financial Services Group Inc since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Roberds a financial advisor?
Yes. Amanda Roberds has a current investment-adviser registration in Missouri, through Clark Financial Services Group since September 2018.
How many years of experience does Amanda Roberds have?
Amanda Roberds has 11 years in the financial industry, since July 2015, across 2 adviser firms.
What exams has Amanda Roberds passed?
Amanda Roberds has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2015. FINRA credited Amanda Roberds with the SIE, which began in October 2018.
Where did Amanda Roberds work before Clark Financial Services Group?
Before Clark Financial Services Group, Amanda Roberds was registered through Charles Schwab & Co., Inc., October 2015 to August 2018.
Where is Amanda Roberds based?
Amanda Roberds’ registered office is in Chesterfield, MO.
Is Amanda Roberds registered with FINRA?
No. Amanda Roberds has no current broker registration.
How can I verify Amanda Roberds’ record?
Search CRD 6484159 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Roberds’ full registration record.