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 9 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||9|
|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