Matthew Desmond, financial advisor Traverse City MI
90 score

Matthew Desmond

CRD Number: 6127425
Current Firm: Financial & Investment Management Group Ltd

Matthew Desmond (CRD# 6127425) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial & Investment Management Group Ltd Traverse City, MI Sep 2012 - Current 4
Finance Outsource Association Traverse City, MI May 2009 - Oct 2012 3
Falconer Group LLC Traverse City, MI Mar 2007 - Apr 2009 2
Fifth Third Investment Adviser Traverse City, MI Aug 2004 - Mar 2007 2

Matthew Desmond has no recent exams reported.
Contact Info for Matthew J. Desmond
Phone Number: (231) 929-4500
Firm Website: http://www.fimg.net
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    727
    MILLIONS
  • Total Number of Accounts
    3,371
    ACCOUNTS
  • Average Account Value
    $215,605
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, IA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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