Matthew Boyle (CRD# 6002709) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Orlando, FL | Jan 2019 - Current | 5 |
| Schwab Private Client Investment Advisory, Inc. | Orlando, FL | Jan 2019 - Current | 5 |
| Edward Jones | St.louis, MO | Jan 2018 - Jan 2019 | 1 |
| Bank Of America, N.a. | Jacksonville, FL | Jun 2016 - Dec 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | May 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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