Matthew Roach (CRD# 5884689) is an Investment Advisor Representative working at Amb Wealth, LLC in Thomasville, GA and has over 13 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen, Mooney & Barnes Investment Advisors | Thomasville, GA | Mar 2012 - Current | 12 |
| Allen, Mooney & Barnes Brokerage | Thomasville, GA | Jan 2011 - Current | 13 |
| Unemployed | Thomasville, GA | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- FL
- GA
- NC
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Total Assets Under Management848MILLIONS
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Total Number of Accounts1,488ACCOUNTS
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Average Account Value$569,879
- A percentage of assets under your management
- 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)
AL, AR, CA, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, MS, NC, OH, RI, SC, TX, VA, WA, WY
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