Matthew AndersonCRD Number: 5882210
Current Firm: Usaa Investment Services Company
Matthew Anderson (CRD# 5882210) is an Investment Advisor Representative working at Usaa Investment Services Company in Phoenix, AZ and has over 12 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Usaa Life Insurance Company||Phoenix, AZ||Dec 2020 - Current||2|
|Usaa Investment Services Company||Phoenix, AZ||Jan 2018 - Current||5|
|Usaa Financial Planning Services||Phoenix, AZ||Jun 2011 - Dec 2020||9|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Jan 2011 - Jun 2020||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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