Matthew Bagell, financial advisor Marlton NJ
93 score

Matthew Bagell

CRD Number: 5583979
Current Firm: Nfp Advisor Services, LLC

Matthew Bagell (CRD# 5583979) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Marlton, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Bjl Wealth Management, LLC Marlton, NJ Sep 2008 - Current 8
Nfp Advisor Services, LLC Marlton, NJ Mar 2016 - Apr 2016 < 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2013 - Mar 2016 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2013 - Mar 2016 2
Cadaret, Grant & Company, Inc. Marlton, NJ Aug 2008 - Sep 2013 5
Bagell, Joseph, Levine & Company LLC Marlton, NJ Sep 2004 - Jul 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Matthew S. Bagell
Phone Number: 512-697-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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
93
Clean Record
This advisor has a clean track record with regulators.

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