Matthew ChopeCRD Number: 2147731
Current Firm: Center For Financial Planning Inc.
Matthew Chope (CRD# 2147731) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 31 years of experience in the finance industry. Matthew Chope 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.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Center For Financial Planning Inc.||Southfield, MI||Aug 2020 - Current||2|
|Sandytoesvolleyball||Scottsdale, AZ||Dec 2017 - Current||4|
|Matthew E. Chope Dba||Southfield, MI||Aug 2012 - Current||10|
|Insurance-non Variable||Southfield, MI||Jan 1999 - Current||23|
|Raymond James Financial Services, Inc.||Southfield, MI||Nov 1993 - Current||28|
|Advanced Insurance||Southfield, MI||Jan 2000 - May 2017||17|
|Chopeshaw LLC||Farmington Hills, MI||Jan 2003 - Dec 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
Total Assets Under Management1,444MILLIONS
Total Number of Accounts3,414ACCOUNTS
Average Account Value$422,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
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