Matthew Fountain, financial advisor Glenview IL
96 score

Matthew Fountain

CRD Number: 3004010
Current Firm: Capital Point Financial Group, Ltd.

Matthew Fountain (CRD# 3004010) is an Investment Advisor Representative working at Capital Point Financial Group, Ltd. in Glenview, IL and has over 18 years of experience in the finance industry. Matthew Fountain 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
Lpl Financial LLC Sarasota, FL Sep 2015 - Current 1
Gaines Financial Group, Inc. Sarasota, FL Sep 2015 - May 2016 < 1
Ameriprise Financial Services, Inc. Sarasota, FL Oct 2009 - Sep 2015 5
H & R Block Financial Advisors, Inc. Sarasota, FL Jan 1998 - Oct 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Matthew J. Fountain
Phone Number: 847-635-8435
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $154,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IL, TX, WI

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

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