Bradley Mattix, financial advisor Jeffersonville IN

Bradley Mattix

CRD Number: 6488517
Current Firm: Mattix Wealth Management LLC

Bradley Mattix (CRD# 6488517) is an Investment Advisor Representative working at Mattix Wealth Management LLC in Jeffersonville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bradley Mattix - Sole Prorietor Loganville, GA May 2016 - Current 7
Mattix Wealth Management, LLC Loganville, GA Apr 2015 - Current 8
Senior Financial Services New Albany, IN Jan 1995 - May 2016 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bradley A. Mattix
Phone Number: 812-924-7410
Registered State(s):
  • GA
  • IN
  • TX
Current Firm Details
Mattix Wealth Management LLC
Firm's CRD Number: 226648
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

GA, IN, TX

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