Matthew Sweet (CRD# 5583950) is an Investment Advisor Representative working at Randall Financial Group, LLC in Providence, RI and has 1 year of experience in the finance industry. Matthew Sweet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Randall Financial Group, LLC | Providence, RI | Aug 2008 - Current | 15 |
- MA
- RI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$219,069
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
MA, RI
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