Matthew Clark
Matthew Clark is a registered investment advisor at Planmember Securities Corporation, based in McDonough, GA, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1700 Pennsylvania Ave, McDonough, GA, 30253
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2017Other Business ActivitiesSells Insurance
Matthew works as a Financial Services Representative at Financial, dedicating full-time hours. He is also an agent for insurance sales and services, spending about a quarter of his time. Additionally, Matthew is a Financial Advisor at Virginia Retirement Specialists, Inc., selling securities and insurance products, dedicating about a quarter of his time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.