Matthew Unger, financial advisor Dallas TX
90 score

Matthew Unger

CRD Number: 5895719
Current Firm: Axa Advisors, LLC

Matthew Unger (CRD# 5895719) is an Investment Advisor Representative working at Axa Advisors, LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York City, NY Aug 2011 - Current 5
Unemployed Coppell, TX May 2011 - Jul 2011 < 1
Best Buy Austin, TX Oct 2010 - May 2011 < 1
Unemployed Austin, TX Feb 2008 - Sep 2010 2
Viewpoint Bank Coppell, TX Jul 2007 - Aug 2008 1
North Texas Soccer Association Coppell, TX Jan 2000 - Jul 2008 8
Tommy Hilfiger Grapevine, TX Nov 2006 - Jul 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Matthew A. Unger
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
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)
  • Educational seminars/workshops
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
90
Clean Record
This advisor has a clean track record with regulators.

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