Matthew Morgan (CRD# 6446898) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamsburg, VA and has over 8 years of experience in the finance industry. Matthew Morgan 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.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jul 2019 - Current | 4 |
| Cornerstone Wealth | Williamsburg, VA | Jul 2019 - Current | 4 |
| Valmark Securities, Inc. | Akron, OH | Feb 2016 - Jul 2019 | 3 |
| James River Asset Management, LLC | Midlothian, VA | Feb 2016 - Jun 2019 | 3 |
| James River Wealth Advisors | Midlothian, VA | Jan 2015 - Jun 2019 | 4 |
| Christ Church Vienna | Vienna, VA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- VA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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