Matthew Rose (CRD# 6983087) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 5 years of experience in the finance industry. Matthew Rose has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6008930
Fifth Third Securities, Inc.
CRD# 1562156
Horter Investment Management, LLC
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mcf Advisors LLC | Lexington, KY | Oct 2021 - Current | 3 |
Fwg Investments, LLC | Lexington, KY | Feb 2021 - Sep 2021 | < 1 |
Family Wealth Group, LLC | Lexington, KY | Dec 2020 - Sep 2021 | < 1 |
Bank Of America, N.a. | Brentwood, TN | Aug 2019 - Nov 2020 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood, TN | May 2019 - Nov 2020 | 1 |
Lipscomb University | Nashville, TN | Jun 2016 - May 2019 | 2 |
Merrill Lynch Pierce Fenner & Smith | Knoxville, TN | Jul 2018 - Aug 2018 | < 1 |
Samford University | Birmingham, AL | Jun 2015 - Jun 2016 | 1 |
Lexington Christian Academy | Lexington, KY | Jun 2009 - Jun 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- KY
-
Total Assets Under Management2,885MILLIONS
-
Total Number of Accounts4,260ACCOUNTS
-
Average Account Value$677,260
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, FL, IL, IN, KY, MD, MI, MO, NC, NY, OH, SC, TN, TX, VA
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