James MatushCRD Number: 733192
Current Firm: Trinity Wealth Advisors LLC
James Matush (CRD# 733192) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 41 years of experience in the finance industry. James Matush 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.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Trinity Wealth Securities, LLC||St. Louis, MO||Jun 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1981|
Total Assets Under Management295MILLIONS
Total Number of Accounts512ACCOUNTS
Average Account Value$575,244
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, MO, NE, TX
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