Matthew Stephens (CRD# 6137307) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 11 years of experience in the finance industry. Matthew Stephens 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Dallas, TX | Nov 2020 - Current | 3 |
Avantax Advisory Serives | Dallas, TX | Nov 2020 - Current | 3 |
Avantax Insurance Services, LLC | Shreveport, LA | Nov 2016 - Current | 7 |
Us Army Reserve | Grand Prairie, TX | Feb 2008 - Current | 16 |
Us Army Reserve | Lake Charles, LA | Feb 2008 - Current | 16 |
Zeiders Enterprises | Barksdale Afb, LA | Jul 2019 - Nov 2020 | 1 |
Avantax Advisory Services | Shreveport, LA | Jul 2019 - Nov 2020 | 1 |
Avantax Investment Services, Inc. | Shreveport, LA | Jul 2019 - Aug 2020 | 1 |
Edward Jones | St Louis, MO | May 2019 - Jul 2019 | < 1 |
Zeiders Enterprises | Barksdale Afb, LA | Aug 2018 - May 2019 | < 1 |
Hd Vest Advisory Services | Irving, TX | Jul 2016 - Mar 2019 | 2 |
Hd Vest Investment Services | Irving, TX | May 2016 - Mar 2019 | 2 |
Morgan Stanley | Dallas, TX | Nov 2015 - May 2016 | < 1 |
Bbva Wealth Solutions Inc. | Dallas, TX | Jan 2015 - Nov 2015 | < 1 |
Bbva Securities Inc. | Dallas, TX | Jan 2015 - Nov 2015 | < 1 |
Stephens Lawn And Landscape Services, LLC | Bossier City, LA | Apr 2011 - Aug 2015 | 4 |
Edward Jones | St Louis, MO | Nov 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- LA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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