Matthew Degraff (CRD# 7309076) is an Investment Advisor Representative working at Sagespring Wealth Partners in Knoxville, TN and has over 3 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Knoxville, TN | Nov 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Knoxville, TN | Apr 2021 - Current | 3 |
| Cullman Wealth Team | Knoxville, TN | Dec 2021 - Jul 2023 | 1 |
| Southwestern Investment Advisory Services | Knoxville, TN | Apr 2021 - Nov 2022 | 1 |
| Southwestern Investment Group | Knoxville, TN | Apr 2021 - Nov 2022 | 1 |
| Guardian Life Insurance Company | Fort Worth, TX | Feb 2021 - Apr 2021 | < 1 |
| Park Avenue Securities | Fort Worth, TX | Feb 2021 - Apr 2021 | < 1 |
| Rethink Wealth LLC | Fort Worth, TX | Jun 2020 - Apr 2021 | < 1 |
| Baylor University | Waco, TX | Aug 2016 - May 2020 | 3 |
| Newks Eatery | Waco, TX | Jun 2019 - Aug 2019 | < 1 |
| Ikea | Frisco, TX | Jun 2018 - Jul 2018 | < 1 |
| Carlmont High School | Belmont, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- TN
-
Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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