Matthew LeekCRD Number: 4538482
Current Firm: Mrl Wealth Strategies
Matthew Leek (CRD# 4538482) is an Investment Advisor Representative working at Mrl Wealth Strategies in Ashland, OR and has over 15 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Mrl Wealth Strategies||Ashland, OR||Jan 2016 - Current||1|
|Retired||Ashland, OR||Oct 2015 - Jan 2016||< 1|
|Jp Morgan Securities LLC||Medford, OR||Oct 2013 - Nov 2015||2|
|Brokers International Financial Services||Medford, OR||Apr 2013 - Oct 2013||< 1|
|Skyoak Wealth Manangement||Medford, OR||Mar 2013 - Sep 2013||< 1|
|Retired||Ashland, OR||Jan 2013 - Apr 2013||< 1|
|Metlife Securities Inc.||San Jose, CA||Aug 2010 - Jan 2013||2|
|Ameriprise Financial Services, Inc.||Campbell, CA||Jun 2002 - Jul 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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