Matthew DorchakCRD Number: 6135565
Current Firm: Keene & Associates, Inc.
Matthew Dorchak (CRD# 6135565) is an Investment Advisor Representative working at Keene & Associates, Inc. in Fort Worth, TX and has over 3 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|Keene & Associates, Inc.||Fort Worth, TX||Nov 2012 - Current||4|
|Cornwell Jackson, Pllc||Plano, TX||Jan 2012 - Nov 2012||< 1|
|Investors Asset Management||Plano, TX||Jun 2011 - Feb 2012||< 1|
|Cf & Company, LLP||Dallas, TX||Jun 2007 - Jun 2011||4|
|Texas Tech University||Lubbbock, TX||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management303MILLIONS
Total Number of Accounts231ACCOUNTS
Average Account Value$1,311,855
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NE, TX, WI