Matthew McIntyre (CRD# 5414253) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano, TX | Sep 2018 - Current | 5 |
| Peak American Financial Group, Inc. | Plano, TX | Sep 2018 - Current | 5 |
| Peak American Financial Companies, Inc. | Plano, TX | Sep 2018 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2017 - Sep 2018 | < 1 |
| Secure Legacy Financial Group, LLC | Plano, TX | Sep 2017 - Sep 2018 | 1 |
| J.d. Mellberg Financial, LLC | Tucson, AZ | Sep 2016 - Sep 2017 | 1 |
| Secure Investment Management, LLC | Frisco, TX | Sep 2016 - Sep 2017 | 1 |
| Mcintyre Consulting | Plano, TX | Nov 2015 - Dec 2016 | 1 |
| Puritan Investment Advisors, Inc. | Addison, TX | Aug 2007 - Nov 2015 | 8 |
| Puritan Financial Group | Addison, TX | Mar 2002 - Nov 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- CA
- PA
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts279ACCOUNTS
-
Average Account Value$91,403
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, PA, TX
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