Matthew Roach, financial advisor Thomasville GA
93 score

Matthew Roach

CRD Number: 5884689
Current Firm: Allen, Mooney & Barnes Investment Advisors, LLC

Matthew Roach (CRD# 5884689) is an Investment Advisor Representative working at Allen, Mooney & Barnes Investment Advisors, LLC in Thomasville, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Allen, Mooney & Barnes Investment Advisors Thomasville, GA Mar 2012 - Current 4
Allen, Mooney & Barnes Brokerage Thomasville, GA Jan 2011 - Current 5
Unemployed Thomasville, GA Jan 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Matthew J. Roach
Phone Number: 866-277-1500
Firm Website: http://www.ambwealth.com
Registered State(s):
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $991,765
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, KY, NC, OH, SC, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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