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 3 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||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|
|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
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