Matthew Harvey, financial advisor The Woodlands TX

Matthew Harvey

CRD Number: 6906351
Current Firm: Hfg Wealth Management, LLC

Matthew Harvey (CRD# 6906351) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hfg Wealth Management, LLC The Woodlands, TX Aug 2021 - Current < 1
Hfg Wealth Management, LLC The Woodlands, TX Jan 2018 - Aug 2021 3
Apt. Hunters Little Rock, AR Nov 2017 - Jan 2018 < 1
Montford Multifamily Little Rock, AR Jul 2017 - Nov 2017 < 1
Canyonview Capital Little Rock, AR Nov 2016 - Jul 2017 < 1
University Of Central Arkansas Conway, AR Jan 2015 - Jan 2017 2
University Of Houston Houston, TX Aug 2013 - Dec 2014 1
University Of Arkansas Fayettville, AR Aug 2012 - Jul 2013 < 1
High School Student /jr. High School Sherwood, AR Jan 2008 - Jul 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Matthew T. Harvey
Phone Number: 832-585-0110
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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