Matthew Morey, financial advisor Dallas TX

Matthew Morey

CRD Number: 4579515
Current Firm: Avantax Advisory Services

Matthew Morey (CRD# 4579515) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Dubuque, IA Mar 2021 - Current 3
Avantax Planning Partners Dubuque, IA Jan 2021 - Current 3
Hkfs Dubuque, IA May 2000 - Dec 2020 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Matthew Morey
Phone Number: 972-870-6000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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