Matthew Leek, financial advisor Ashland OR
68 score

Matthew Leek

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mrl Wealth Strategies Ashland, OR Jan 2016 - Current 2
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
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew R. Leek
Phone Number: 541-488-0085
Registered State(s):
  • OR
Current Firm Details
Mrl Wealth Strategies
Firm's CRD Number: 282510
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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