Matthew Egan, financial advisor Clearwater FL
93 score

Matthew Egan

CRD Number: 5374112
Current Firm: Wells Fargo Advisors, LLC

Matthew Egan (CRD# 5374112) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Clearwater, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Tampa, FL Feb 2013 - Current 3
Wells Fargo Advisors, LLC Tampa, FL Feb 2013 - Current 3
Buffalo Complex Tampa, FL Apr 2011 - Jan 2013 1
Evermos Capital Tampa, FL Apr 2011 - Dec 2011 < 1
Bank Of America, Na Tampa, FL Sep 2009 - Mar 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Tampa, FL Jun 2008 - Mar 2011 2
Lpl Financial Tampa, FL Mar 2008 - Jun 2008 < 1
Ing Financial Partners, Inc. Des Moines, IA Jun 2007 - Mar 2008 < 1
Unemployed Tampa, FL Mar 2007 - Jun 2007 < 1
Kappa Alpha Theta Sorority Tallahassee, FL Aug 2004 - Mar 2007 2
Omni Financial Services Tampa, FL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Matthew R. Egan
Phone Number: 314-875-3000
Registered State(s):
  • FL
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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