Matthew LeaumontCRD Number: 4512068
Current Firm: Wells Fargo Advisors, LLC
Matthew Leaumont (CRD# 4512068) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Houston, TX and has over 15 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Wells Fargo Advisors, LLC||Houston, TX||May 2014 - Current||2|
|Bank Of Texas||Houston, TX||Apr 2012 - May 2014||2|
|Bosc, Inc.||Houston, TX||Apr 2012 - May 2014||2|
|Caz Investments LP||Houston, TX||Apr 2011 - Mar 2012||< 1|
|Morgan Stanley Smith Barney||Houston, TX||Jun 2009 - Apr 2011||1|
|Morgan Stanley & Co Incorporated||Houston, TX||Jun 2008 - Apr 2011||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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