Matt Addington, financial advisor Ramona CA

Matt Addington

CRD Number: 5110554
Current Firm: Worthpointe

Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 17 years of experience in the finance industry. Matt Addington 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
Constitution Wealth Weatherford, TX Apr 2022 - Current 1
Worthpointe Westlake, TX Jan 2016 - Current 8
Fidelity Brokerage Services, LLC Westlake, TX Oct 2014 - Jan 2016 1
Td Ameritrade, Inc. Fort Worth, TX Oct 2009 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Matt G. Addington
Phone Number: 800-620-4232
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    733
    MILLIONS
  • Total Number of Accounts
    1,495
    ACCOUNTS
  • Average Account Value
    $490,533
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, IL, LA, NE, NJ, NM, NY, OK, OR, TX, WA, WY

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