Matthew ShullCRD Number: 5494307
Current Firm: Capital Investment Management, Inc.
Matthew Shull (CRD# 5494307) is an Investment Advisor Representative working at Capital Investment Management, Inc. in Lees Summit, MO and has over 10 years of experience in the finance industry. Matthew Shull 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.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2015 - Current||2|
|The Prudential Insurance Company Of America||Lees Summit, MO||Feb 2008 - Jul 2015||7|
|Pruco Securities, LLC||Lees Summit, MO||Feb 2008 - Jul 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
|S63||Uniform Securities State Law Examination||Mar 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management240MILLIONS
Total Number of Accounts928ACCOUNTS
Average Account Value$258,694
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, KS, LA, MO, TX
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