Matthew HomanCRD Number: 7447742
Current Firm: Mml Investors Services, LLC
Matthew Homan (CRD# 7447742) is an Investment Advisor Representative working at Mml Investors Services, LLC in Valparaiso, IN and has 1 year of experience in the finance industry.
Avertrust Wealth LLC
|Mml Investors Services, LLC||Valparaiso, IN||Nov 2021 - Current||< 1|
|Massmutual Life Insurance Co||Valparaiso, IN||Jun 2021 - Current||< 1|
|Greenmark Equipment||Knox, IN||Sep 2018 - Sep 2021||3|
|Rowe Truck Equipment||Wanatah, IN||Apr 2011 - Sep 2018||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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