Matthew McMahonCRD 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.
Tci Wealth Advisors, Inc.
State Farm Investment Management Corp.
Creative Financial Concepts,llc
|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|
Total Assets Under Management24MILLIONS
Total Number of Accounts255ACCOUNTS
Average Account Value$95,686
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.