Roy Mattox (CRD# 1729009) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 36 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Financial Strategies, LLC | Charlotte, NC | Apr 2020 - Current | 4 |
| Uwharrie Investment Advisors | Charlotte, NC | Mar 2018 - May 2020 | 2 |
| Darvas Investment Management LLC | Charlotte, NC | Sep 2009 - Mar 2018 | 8 |
| Self-employed Trader | Charlotte, NC | Mar 2000 - Mar 2018 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- NC
- TX
-
Total Assets Under Management398MILLIONS
-
Total Number of Accounts1,297ACCOUNTS
-
Average Account Value$306,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, NC, NH, NJ, NY, SC, TX
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