Matthew Vest (CRD# 7667742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florence, AL and has 1 year of experience in the finance industry.
CRD# 5083504
Edward Jones
CRD# 5286683
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5170662
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Florence, AL | Jan 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence, AL | Nov 2022 - Current | 1 |
Listerhill Credit Union | Muscle Shoals, AL | Feb 2022 - Nov 2022 | < 1 |
Bank Independent | Florence, AL | Dec 2018 - Feb 2022 | 3 |
Bank Independent | Florence, AL | Apr 2018 - Dec 2018 | < 1 |
Bank Independent | Decatur, AL | May 2015 - Apr 2018 | 2 |
University Of Alabama | Tuscaloosa, AL | May 2016 - Dec 2017 | 1 |
University Of North Alabama | Florence, AL | Aug 2013 - Jul 2015 | 1 |
Bank Independent | Florence, AL | Aug 2014 - May 2015 | < 1 |
Sam's Sports Grill | Decatur, AL | May 2014 - Aug 2014 | < 1 |
Applebee's | Florence, AL | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- AL
- PA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.