Matthew Clemens (CRD# 3132930) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 25 years of experience in the finance industry. Matthew Clemens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Cleveland, OH | Oct 2022 - Current | 1 |
| Rbc Capital Markets, LLC | Cleveland, OH | Sep 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Westlake, OH | Nov 2016 - Sep 2022 | 5 |
| Wells Fargo Advisors LLC | Westlake, OH | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- OH
- TX
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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