Mathew DoyleCRD Number: 4554670
Current Firm: Wells Fargo Advisors Financial Network, LLC
Mathew Doyle (CRD# 4554670) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tampa, FL and has over 15 years of experience in the finance industry. Mathew Doyle 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors Financial Network LLC||Tampa, FL||May 2009 - Current||8|
|Captrust Financial Advisors||Tampa, FL||Jul 2004 - Current||13|
|Wachovia Securities Financial Network. LLC||Tampa, FL||Jul 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2005|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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