Matthew Merry (CRD# 5917866) is an Investment Advisor Representative working at Principal Securities, Inc. in Great Falls, MT and has over 12 years of experience in the finance industry.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Ins Co | Great Falls, MT | May 2011 - Current | 13 |
| Principal Securities Inc. | Great Falls, MT | May 2011 - Current | 13 |
| Union Financial Inc. | Great Falls, MT | May 2015 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- MT
- TX
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Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- 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
- 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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