Matthew VallsCRD Number: 6185649
Current Firm: Edward Jones
Matthew Valls (CRD# 6185649) is an Investment Advisor Representative working at Edward Jones in New Iberia, LA and has over 4 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Edward Jones||St Louis, MO||Apr 2013 - Current||4|
|Neff Rental LLC||New Iberia, LA||Nov 2010 - Apr 2013||2|
|Service Tool Company||New Iberia, LA||May 2009 - Nov 2010||1|
|National Oilwell Varco||New Iberia, LA||May 2007 - Mar 2009||1|
|Direct Services Sand Blasting And Painting||New Iberia, LA||Jan 1997 - Aug 2008||11|
|Boudreaux And Henderson||New Iberia, LA||Jan 2007 - May 2007||< 1|
|University Of Lousiana At Lafayette||Lafayette, LA||Jan 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)