Matthew Sweat (CRD# 6084584) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Dublin, GA and has over 11 years of experience in the finance industry.
CRD# 6141908
Arkin Financial Advisors, LLC
CRD# 1093325
Northwestern Mutual Investment Services,llc
CRD# 6074286
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group, Inc. | Littleton, CO | Jan 2021 - Current | 3 |
| M Sweat Financial Resources | Dublin, GA | Dec 2020 - Current | 3 |
| Equitable Advisors LLC | New York, NY | Nov 2020 - Jan 2021 | < 1 |
| Southern Oak Advisory | Dublin, GA | May 2019 - Nov 2020 | 1 |
| Lion Street Financial LLC | Dublin, GA | May 2019 - Nov 2020 | 1 |
| Lion Street Advisors LLC | Dublin, GA | May 2019 - Nov 2020 | 1 |
| M Holdings Securities, Inc. | Portland, OR | Oct 2013 - May 2019 | 5 |
| Gfg Strategic Advisors - Formerly Grant Financial Group | Dublin, GA | Jun 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- GA
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- 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 pooled investment vehicles (other than investment companies)
- 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
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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