Matthew Felten (CRD# 5179113) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 17 years of experience in the finance industry.
CRD# 6374351
Edward Jones
CRD# 5674335
Lpl Financial LLC
CRD# 6074790
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cumberland, MD | Apr 2008 - Current | 16 |
| Oval Track Promotions | Westminster, MD | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- MD
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,285,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV
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