Matthew Myers (CRD# 5611670) is an Investment Advisor Representative working at Advice And Planning Services in Seattle, WA and has over 6 years of experience in the finance industry.
CRD# 5962359
Brighton Jones LLC
Score
104
CRD# 839130
Wlfb Inc.
Score
103
CRD# 4514776
Robinswood Financial
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Seattle, WA | Nov 2012 - Current | 5 |
| Tiaa | Seattle, WA | Nov 2012 - Current | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- WA
-
Total Assets Under Management21,673MILLIONS
-
Total Number of Accounts55,750ACCOUNTS
-
Average Account Value$388,745
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.