Matthew HarveyCRD 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.
Avidian Wealth Solutions, LLC
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
|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|
Total Assets Under Management449MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$1,317,516
- 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
FL, LA, MN, TX, WI
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