Todd MatthewsCRD Number: 6140826
Current Firm: Suntrust Advisory Services, Inc.
Todd Matthews (CRD# 6140826) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Nashville, TN and has over 5 years of experience in the finance industry. Todd Matthews 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.
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Bank||Nashville, TN||Nov 2012 - Current||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2012 - Current||5|
|Unemployed||Nashville, TN||Jul 2012 - Nov 2012||< 1|
|Bank Of America||Seattle, WA||Nov 2009 - Jul 2012||2|
|Unemployed||Mukilteo, WA||Jun 2009 - Nov 2009||< 1|
|Campbell University||Buies Creek, NC||Aug 2004 - May 2009||4|
|Bank Of America||Los Angeles, CA||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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