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)
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