Matt ClarksonCRD Number: 5429451
Current Firm: Vanguard Advisers Inc.
Matt Clarkson (CRD# 5429451) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|The Vanguard Group, Inc.||Scottsdale, AZ||Oct 2007 - Current||10|
|Unemployed||Fountain Hills, AZ||Aug 2007 - Oct 2007||< 1|
|University Of Arizona||Tucson, AZ||Aug 2002 - Aug 2007||5|
|Old Chicago||Tucson, AZ||Aug 2005 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV