Matthew Holibaugh, financial advisor Jacksonville FL

Matthew Holibaugh

CRD Number: 5493214
Current Firm: Cetera Investment Advisers LLC

Matthew Holibaugh (CRD# 5493214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, FL and has over 16 years of experience in the finance industry. Matthew Holibaugh 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
Cetera Advisor Networks LLC El Segundo, CA Jun 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Capital Financial Strategies Jacksonville, FL Sep 2018 - Current 5
Securian Financial Services Inc. St Paul, MN Sep 2018 - Aug 2023 4
Minnesota Life Insurance Co St Paul, MN Sep 2018 - Aug 2023 4
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Sep 2018 < 1
Fidelity Brokerage Services LLC Jacksonville, FL Jan 2008 - Sep 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Matthew A. Holibaugh
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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