Matthew HellerCRD Number: 5050933
Current Firm: Day & Ennis, LLC
Matthew Heller (CRD# 5050933) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 15 years of experience in the finance industry. Matthew Heller 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.
Valic Financial Advisors, Inc.
Patton Albertson Miller Group, LLC
Woodbury Financial Services, Inc.
|Day & Ennis, LLC||Macon, GA||Apr 2013 - Current||8|
|Valic Financial Advisors||Macon, GA||Mar 2006 - Apr 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management361MILLIONS
Total Number of Accounts773ACCOUNTS
Average Account Value$467,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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