Matthew MorrellCRD Number: 6045665
Current Firm: Usaa Financial Planning Services
Matthew Morrell (CRD# 6045665) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Apr 2014 - Current||2|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Apr 2014 - Current||2|
|Edward Jones||Tempe, AZ||Apr 2012 - Apr 2014||2|
|American Made Rideshop||Goodyear, AZ||May 2011 - Mar 2012||< 1|
|Colorado State Univeristy-pueblo||Pueblo, AZ||Aug 2009 - Dec 2011||2|
|The Vitamin Shoppe||Avondale, AZ||Jun 2010 - Aug 2010||< 1|
|New Harquhala Generating Co||Tonopah, AZ||May 2009 - Aug 2009||< 1|
|Estrella Mountain Community College||Avondale, AZ||Aug 2007 - May 2009||1|
|Tiburon Restaurant||Litchfield, AZ||Feb 2009 - Apr 2009||< 1|
|Green Chilies Restaurant||Avondale, AZ||May 2008 - Aug 2008||< 1|
|The Home Depot||Avondale, AZ||Apr 2007 - Oct 2007||< 1|
|Estrealla Foothills High School||Goodyear, AZ||Aug 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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
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