Matthew StroughCRD Number: 6756093
Current Firm: Avantax Advisory Services
Matthew Strough (CRD# 6756093) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 4 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Insurance Agency, LLC||Dallas, TX||May 2019 - Current||2|
|Avantax Investment Services, Inc.||Dallas, TX||Apr 2019 - Current||2|
|Avantax Advisory Services||Dallas, TX||Apr 2019 - Current||2|
|Bb&t||Dallas, TX||Oct 2017 - Apr 2019||1|
|Edward Jones||Richardson, TX||Feb 2017 - Oct 2017||< 1|
|Orgill Inc.||Kilgore, TX||Feb 2013 - Feb 2017||4|
|Unemployed||Longview, TX||Dec 2012 - Feb 2013||< 1|
|Behavioral Hospital Of Longview||Longview, TX||May 2012 - Dec 2012||< 1|
|Ark-la-tex Shredding||Longview, TX||Jan 2012 - May 2012||< 1|
|Student - University Of North Texas||Denton, TX||Jan 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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