Matthew Armistead, financial advisor Scottsdale AZ
96 score

Matthew Armistead

CRD Number: 4589915
Current Firm: Beacon Pointe Advisors, LLC

Matthew Armistead (CRD# 4589915) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry. Matthew Armistead 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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Professional Designations
Company Name Location Dates Years
Beacon Pointe Advisors, LLC Newport Beach, CA Jul 2015 - Current 1
Beacon Pointe Insurance Services, LLC Newport Beach, CA May 2015 - Current 1
Beacon Pointe Wealth Advisors, LLC Scottsdale, AZ Oct 2014 - Current 2
Camelback Wealth Management, LLC Phoenix, AZ Nov 2007 - Oct 2014 6
Oxford Investment Partners, LLC Scottsdale, AZ Feb 2004 - Oct 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Matthew J. Armistead
Phone Number: 949-718-1600
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    7,538
    MILLIONS
  • Total Number of Accounts
    5,339
    ACCOUNTS
  • Average Account Value
    $1,411,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, 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, PR, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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