Matthew Rose, financial advisor Covington KY

Matthew Rose

CRD Number: 6983087
Current Firm: Mcf Advisors, LLC

Matthew Rose (CRD# 6983087) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 4 years of experience in the finance industry. Matthew Rose 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
Mcf Advisors LLC Lexington, KY Oct 2021 - Current 2
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
Contact Info for Matthew L. Rose
Phone Number: 859-392-8600
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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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