Brent Matthew (CRD# 4264117) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 22 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scottsdale Wealth Advisory LLC | Scottsdale, AZ | Dec 2016 - Current | 7 |
| Sole Proprietor | Scottsdale, AZ | Mar 2021 - Aug 2022 | 1 |
| Safe Insurance Management LLC | Scottsdale, AZ | Aug 2016 - Mar 2021 | 4 |
| M.s. Howells & Company | Scottsdale, AZ | Nov 2017 - Dec 2018 | 1 |
| G. F. Investment Services, LLC | Sarasota, FL | Apr 2014 - Nov 2016 | 2 |
| Sim Investments LLC | Tucson, AZ | Apr 2014 - Nov 2016 | 2 |
| Secure Investment Management, LLC | Tucson, AZ | Oct 2012 - Nov 2016 | 4 |
| Jd Mellberg Financial | Tucson, AZ | Nov 2007 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- AZ
- CO
- IL
- OH
- TX
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts257ACCOUNTS
-
Average Account Value$200,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, IL, OH, TX
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