Brian Mattox, financial advisor Rockville MD

Brian Mattox

CRD Number: 3025926
Current Firm: Kendall Capital Management

Brian Mattox (CRD# 3025926) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 21 years of experience in the finance industry.

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Reframe Wealth, LLC
Company Name Location Dates Years
Kendall Capital Management Rockville, MD Feb 2018 - Current 6
Andersen Tax Mclean, VA Oct 2014 - Feb 2018 3
Fortigent, Inc. Rockville, MD Mar 2006 - Oct 2014 8
Fortigent Securities Company, LLC Rockville, MD Mar 2006 - Oct 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Brian G. Mattox
Phone Number: 301-838-9110
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    1,220
    ACCOUNTS
  • Average Account Value
    $343,490
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, DC, DE, FL, MD, NC, NH, NJ, SC, TX, VA

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