Matthew Walters (CRD# 6706736) is an Investment Advisor Representative working at Mach-1 Financial Group, LLC in Rogers, AR and has over 7 years of experience in the finance industry. Matthew Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mach-1 Financial Group, Inc. | Rogers, AR | Oct 2018 - Current | 5 |
| Fusion Capital Management | Coppell, TX | May 2018 - Dec 2019 | 1 |
| Self Employed | Brentwood, TN | Sep 2017 - May 2018 | < 1 |
| Weise Capital Advisors, Llc (d/b/a For Ria Business) | Brentwood, TN | Sep 2016 - Sep 2017 | 1 |
| Capital Markets Iq, LLC | Brentwood, TN | Sep 2016 - Sep 2017 | 1 |
| Chandler Advisors LLC | Nashville, TN | May 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- AR
- TX
-
Total Assets Under Management354MILLIONS
-
Total Number of Accounts3,089ACCOUNTS
-
Average Account Value$114,720
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, IA, IL, KS, KY, LA, MN, MO, NC, NE, OK, SC, TN, TX, WI
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