Matthew MollCRD Number: 5040224
Current Firm: Moll Wealth Management, Inc.
Matthew Moll (CRD# 5040224) is an Investment Advisor Representative working at Moll Wealth Management, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Moll Wealth Management, LLC||Atlanta, GA||Feb 2014 - Current||8|
|Charles Schwab & Company, Inc.||Sandy Springs, GA||Jan 2011 - Dec 2013||2|
|Charles Schwab Bank||Sandy Springs, GA||Jan 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management48MILLIONS
Total Number of Accounts90ACCOUNTS
Average Account Value$530,719
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, GA, LA, TX