Matthew Morrell, financial advisor Phoenix AZ
90 score

Matthew Morrell

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew R. Morrell
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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