Ginto Mathew, financial advisor Lewisville TX
90 score

Ginto Mathew

CRD Number: 6037219
Current Firm: Advice And Planning Services

Ginto Mathew (CRD# 6037219) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Feb 2012 - Current 4
Tiaa Lewisville, TX Feb 2012 - Current 4
Nationstar Mortgage Lewisville, TX Jan 2011 - Feb 2012 1
Unemployed Plano, TX Jul 2010 - Dec 2010 < 1
New Flower Farmers Market Plano, TX Nov 2008 - Jun 2010 1
Unemployed Plano, TX Jul 2008 - Oct 2008 < 1
Aflac Plano, TX Mar 2008 - Jun 2008 < 1
Debt Xs Frisco, TX Feb 2008 - Mar 2008 < 1
Unemployed Troy, MI May 2007 - Jan 2008 < 1
Marcus Evans Mumbai, Oct 2006 - Apr 2007 < 1
Unemployed Cochin, Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Ginto Mathew
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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