Nicholas MatlockCRD Number: 5542565
Current Firm: Scottrade Investment Management
Nicholas Matlock (CRD# 5542565) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Scottrade||St. Louis, MO||May 2015 - Current||1|
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Sep 2010 - May 2015||4|
|Wells Fargo Financial||St. Louis, MO||May 2010 - Sep 2010||< 1|
|Jumstart||Columbia, MO||Aug 2009 - May 2010||< 1|
|University Of Missouri||Columbia, MO||Aug 2006 - May 2010||3|
|Mu Alumni Association||Columbia, MO||Aug 2007 - Dec 2008||1|
|Arnold Rec||Arnold, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management584MILLIONS
Total Number of Accounts6,294ACCOUNTS
Average Account Value$92,817
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV