Matthew Myers (CRD# 5611670) is an Investment Advisor Representative working at Advice And Planning Services in Seattle, WA and has over 5 years of experience in the finance industry.
CRD# 5962359
Brighton Jones LLC
Score
105
CRD# 5545981
Edward Jones
Score
100
CRD# 839130
Wlfb Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Seattle, WA | Nov 2012 - Current | 4 |
| Tiaa | Seattle, WA | Nov 2012 - Current | 4 |
| Pnc Bank | Pittsburgh, PA | Sep 2011 - Nov 2012 | 1 |
| Pnc Investments | Pittsburgh, PA | Sep 2011 - Nov 2012 | 1 |
| Wells Fargo Advisors Financial Network LLC | Columbus, OH | Aug 2009 - Sep 2011 | 2 |
| Ohio Irish - Mcfaddens Saloon | Columbus, OH | Aug 2009 - Dec 2010 | 1 |
| The Ohio State University | Columbus, OH | Sep 2004 - Dec 2010 | 6 |
| Ubs Financial | Columbus, OH | Sep 2008 - Dec 2008 | < 1 |
| Arlington Cafe | Upper Arlington, OH | Sep 2008 - Nov 2008 | < 1 |
| Funny Bone Comedy Club | Columbus, OH | Nov 2007 - Aug 2008 | < 1 |
| Rainbow Hot Tubs & Spas | Columbus, OH | Aug 2006 - Aug 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- WA
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Total Assets Under Management16,792MILLIONS
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Total Number of Accounts45,960ACCOUNTS
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Average Account Value$365,356
- A percentage of assets under your management
- Other
- Financial planning services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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