Mathieu Godin, financial advisor Glen Allen VA

Mathieu Godin

CRD Number: 6109575
Current Firm: Charles Schwab & Company, Inc.

Mathieu Godin (CRD# 6109575) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glen Allen, VA and has over 8 years of experience in the finance industry.

Similar Advisors
Christopher Abbott, financial advisor Glen Allen VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Glen Allen VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Similar Advisors
Stephen Abbott, financial advisor Glen Allen VA
Stephen T. Abbott
CRD# 6404324
Davenport & Company LLC
Company Name Location Dates Years
Charles Schwab & Company, Inc. Glen Allen, VA Jul 2019 - Current 4
Charles Schwab Bank Glen Allen, VA Jul 2019 - Current 4
Ubs Financial Services Charlotte, NC Nov 2018 - Jun 2019 < 1
Pnc Investments LLC Charlotte, NC Apr 2018 - Oct 2018 < 1
Axa Advisors, LLC Charlotte, NC Feb 2016 - Mar 2018 2
Wells Fargo & Company Charlotte, NC Jul 2015 - Jan 2016 < 1
Randstad Charlotte, NC Nov 2014 - Jun 2015 < 1
Accountemps Charlotte, NC Sep 2014 - Oct 2014 < 1
Unemployed Charlotte, NC Aug 2014 - Aug 2014 < 1
Coventry First Fort Washington, PA Feb 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Mathieu S. Godin
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.