Matthew Sherlock, financial advisor Knoxville TN
88 score

Matthew Sherlock

CRD Number: 6325247
Current Firm: Valic Financial Advisors, Inc.

Matthew Sherlock (CRD# 6325247) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Knoxville, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Knoxville, TN Jun 2015 - Current 1
Edward Jones St Louis, MO Apr 2014 - Jun 2015 1
Unemployed N/a, TN Nov 2011 - Apr 2014 2
Toutchpoint Solutions Morrisville, PA Sep 2010 - Nov 2011 1
Takeda Pharmaceutical Deerfield, IL Apr 2005 - Jul 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Matthew Sherlock
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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