Matthew McWilliamsCRD Number: 5393454
Current Firm: Edward Jones
Compensation Model: Both
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Edward Jones||St Louis, MO||Jan 2010 - Current||8|
|Rabine Financial Partners, LLC||Omaha, NE||Jan 2009 - Nov 2009||< 1|
|Mcwilliams Painting||Papillion, NE||May 2005 - Aug 2009||4|
|Edward Jones||Papillion, NE||Jun 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
|S7||General Securities Representative Examination (GS)||Jul 2010|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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, WY
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