Matthew ArgyleCRD Number: 5275753
Current Firm: Dfpg Investments, LLC
Matthew Argyle (CRD# 5275753) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 9 years of experience in the finance industry. Matthew Argyle 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.
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|Dfpg Investments, LLC||Sandy, UT||Sep 2019 - Current||3|
|Dfpg Investments, LLC||Sandy, UT||Jul 2018 - Current||4|
|E*trade Securities LLC||Sandy, UT||May 2013 - Jul 2018||5|
|Washington Federal||Salt Lake City, UT||Nov 2012 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,076MILLIONS
Total Number of Accounts5,531ACCOUNTS
Average Account Value$194,516
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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