Kevin Matthews (CRD# 7823749) is an Investment Advisor Representative working at Avantax Advisory Services in Tysons, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stoic Investments, LLC | Vienna, VA | Dec 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Tyson's Corner, VA | Oct 2023 - Current | < 1 |
| Avantax Advisory Services | Tyson's Corner, VA | Oct 2023 - Current | < 1 |
| George Mason University - School Of Business | Fairfax, VA | Aug 2020 - Current | 3 |
| George Mason University - School Of Business | Fairfax, VA | Aug 2020 - Current | 3 |
| Beta Solutions Cpa LLC | Tyson's Corner, VA | Jul 2016 - Current | 7 |
| Beta Solutions Cpa LLC | Tysons, VA | Jul 2016 - Current | 7 |
| University Of Maryland, Global Campus | Largo, MD | Mar 2014 - Jun 2020 | 6 |
| Kpmg, LLP | Mclean, VA | Oct 2014 - Oct 2016 | 2 |
| Grf, Cpa | Bethesda, MD | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- VA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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