Matthew Gentry, financial advisor Bryan TX
96 score

Matthew Gentry

CRD Number: 5553364
Current Firm: Visionpoint Advisory Group

Matthew Gentry (CRD# 5553364) is an Investment Advisor Representative working at Visionpoint Advisory Group in Bryan, TX and has over 8 years of experience in the finance industry. Matthew Gentry 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.

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Professional Designations
Company Name Location Dates Years
Visionpoint Advisory Group, LLC Bryan, TX Aug 2015 - Current 2
Lpl Financial, LLC Bryan, TX Aug 2015 - Current 2
Securities America Advisors, Inc. Byan, TX Mar 2011 - Aug 2015 4
Securities America, Inc. Bryan, TX Feb 2011 - Aug 2015 4
Bbva Compass Investment Solutions Inc. College Station, TX Feb 2010 - Feb 2011 1
Bbva Compass College Station, TX Aug 2009 - Feb 2011 1
Guaranty Brokerage Services Inc. College Station, TX Jun 2008 - Dec 2009 1
Guaranty Bank College Station, TX Jan 2008 - Aug 2009 1
Emmanual Baptist Church Bryan, TX Aug 2006 - Dec 2007 1
Light Scapes Bryan, TX Mar 2006 - Dec 2007 1
Unemployed Houston, TX Jan 2000 - Dec 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Matthew L. Gentry
Phone Number: 800-282-4032
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States


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

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