Matthew McMahon, financial advisor Flagstaff AZ
93 score

Matthew McMahon

CRD Number: 6324277
Current Firm: Sowell Management Services

Matthew McMahon (CRD# 6324277) is an Investment Advisor Representative working at Sowell Management Services in Flagstaff, AZ and has over 4 years of experience in the finance industry. Matthew McMahon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Four Peaks Wealth Management, LLC Flagstaff, AZ Aug 2015 - Current 2
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
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Matthew T. McMahon
Phone Number: 501-219-2434
Firm Website: http://www.goamicus.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,138
    MILLIONS
  • Total Number of Accounts
    6,019
    ACCOUNTS
  • Average Account Value
    $189,096
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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