Matthew Shores (CRD# 4503357) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Group, Llc (dba: Merit Financial Advisors) | Frisco, TX | Oct 2017 - Current | 6 |
| Lpl Financial LLC | Frisco, TX | May 2012 - Current | 11 |
| Lifestyle Planning Solutions, LLC | Frisco, TX | Jun 2012 - Oct 2018 | 6 |
| The Botsford Group | Frisco, TX | Jan 2006 - Jan 2018 | 12 |
| Stratos Wealth Partners, Ltd | Frisco, TX | Mar 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- LA
- TX
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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