Matthew Anderson (CRD# 6102971) is an Investment Advisor Representative working at Synovus Securities, Inc. in Montgomery, AL and has over 11 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Synovus Bank | Montgomery, AL | Oct 2019 - Current | 4 |
Synovus Securities, Inc. | Montgomery, AL | Oct 2019 - Current | 4 |
Synovus Securities, Inc. | Montgomery, AL | May 2016 - Oct 2019 | 3 |
Synovus Bank | Montgomery, AL | May 2016 - Oct 2019 | 3 |
Trustmark National Bank | Montgomery, AL | Sep 2014 - May 2016 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montgomery, AL | Jun 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- AL
- AR
- CO
- FL
- GA
- KY
- MI
- NE
- NC
- OH
- PA
- SC
- TX
- VA
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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