Matthew McMahon, financial advisor Flagstaff AZ
89 score

Matthew McMahon

CRD Number: 6324277
Current Firm: Four Peaks Wealth Management, LLC

Matthew McMahon (CRD# 6324277) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Four Peaks Wealth Management, LLC Flagstaff, AZ Aug 2015 - Current 1
Conservative Financial Solutions Harrison, OH Sep 2013 - Jul 2015 1
Vora Financial Group Flagstaff, AZ May 2010 - Sep 2013 3
Picazzos Italian Kitchen Flagstaff, AZ May 2009 - May 2010 1
Picazzos Italian Kitchen Flagstaff, AZ Apr 2006 - May 2009 3
Northern Az University Flagstaff, AZ Aug 2005 - May 2008 2
Vora Financial Group Flagstaff, AZ Jun 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Matthew T. McMahon
Phone Number: 928-225-2474
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $95,686
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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