Matthew MowlesCRD Number: 5461214
Current Firm: Capital Investment Advisory Services, LLC
Matthew Mowles (CRD# 5461214) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Roanoke, VA and has over 9 years of experience in the finance industry.
Roger R. Bell & Company, Inc.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
|Capital Investment Group, Inc.||Raleigh, NC||Sep 2014 - Current||3|
|Capital Investment Advisory Services, LLC||Raleigh, NC||Sep 2014 - Current||3|
|Wells Fargo Advisors||Roanoke, VA||Jan 2012 - Sep 2014||2|
|Metlife Securities, Inc.||Roanoke, VA||Apr 2008 - Jan 2012||3|
|Edward Jones||St. Louis, MO||Dec 2007 - Apr 2008||< 1|
|Unemployed||Roanoke, VA||Mar 2007 - Dec 2007||< 1|
|Schering Plough||Roanoke, VA||Oct 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA
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