Charles Maton, financial advisor Alpharetta GA

Charles Maton

CRD Number: 1018979
Current Firm: C G Maton Advisory, Inc.

Charles Maton (CRD# 1018979) is an Investment Advisor Representative working at C G Maton Advisory, Inc. in Alpharetta, GA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Sa Stone Wealth Management Inc. Birmingham, AL Jan 2002 - Current 20
Cg Maton Advisory, Inc. Alpharetta, GA Jul 1989 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Jun 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles G. Maton
Phone Number: 678-297-1217
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA

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