Matthew Light, financial advisor Bristol VA
93 score

Matthew Light

CRD Number: 5432447
Current Firm: Wells Fargo Advisors, LLC

Matthew Light (CRD# 5432447) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bristol, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Bristol, VA Apr 2016 - Current < 1
Wells Fargo Advisors, LLC Bristol, VA Apr 2016 - Current < 1
Lee Bank & Trust Bristol, VA Nov 2011 - Apr 2016 4
Infinex Investments, Inc. Bristol, VA Sep 2010 - Apr 2016 5
Trisummit Bank Bristol, VA Aug 2010 - Nov 2011 1
Wachovia Securities, LLC Roanoke, VA Oct 2007 - Aug 2010 2
Wachovia Bank, N.a. Roanoke, VA May 2006 - Aug 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Matthew B. Light
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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