Matthew Covin, financial advisor Germantown MD
96 score

Matthew Covin

CRD Number: 5329112
Current Firm: Invest Financial Corporation

Matthew Covin (CRD# 5329112) is an Investment Advisor Representative working at Invest Financial Corporation in Germantown, MD and has over 8 years of experience in the finance industry. Matthew Covin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Germantown, MD Apr 2010 - Current 6
H. Beck, Inc. Rockville, MD Apr 2007 - Feb 2010 2
Unemployed Rockville, MD Mar 2007 - Apr 2007 < 1
John Hopkins University Gaithersburg, MD Jan 2007 - Feb 2007 < 1
Career Blazers Washington, DC Dec 2006 - Jan 2007 < 1
University Of Maryland College Park, MD Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Matthew D. Covin
Phone Number: (813) 880-5300
Registered State(s):
  • MD
  • WV
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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