Michael Matthews (CRD# 1824422) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Virginia Beach, VA and has over 13 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Concurrent Advisors D/b/a Allegiant Wealth Partners | Virginia Beach, VA | Dec 2022 - Current | 1 |
Purshe Kaplan Sterling Investments, Inc. | Virginia Beach, VA | Dec 2022 - Current | 1 |
Ameriprise Financial Services, Inc. | Richmond, VA | Jan 2016 - Dec 2022 | 6 |
Next Financial Group, Inc. | Virginia Beach, VA | Jan 2003 - Jan 2016 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management6,046MILLIONS
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Total Number of Accounts17,385ACCOUNTS
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Average Account Value$347,744
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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