Matthew Coombs (CRD# 7668122) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Galveston, TX and has 1 year of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 5403538
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Houston, TX | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Nov 2022 - Current | 1 |
| Unemployed | Clute, TX | Sep 2022 - Nov 2022 | < 1 |
| Texas Dow Employees Credit Union | Lake Jackson, TX | Jun 2017 - Sep 2022 | 5 |
| Unemployed | Clute, TX | May 2017 - Jun 2017 | < 1 |
| University Of Utah | Salt Lake City, UT | Jun 2016 - May 2017 | < 1 |
| Salt Lake Community College | Salt Lake City, UT | Jan 2015 - Jun 2016 | 1 |
| Unemployed | West Jordan, UT | Sep 2014 - Jan 2015 | < 1 |
| U.s. Army | Augusta, GA | Mar 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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
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