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 15 years of experience in the finance industry.

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Company Name Location Dates Years
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
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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

OR

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BADGES
68

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.