Michael Matthews, financial advisor Virginia Beach VA

Michael Matthews

CRD Number: 1824422
Current Firm: Concurrent Investment Advisors, LLC

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.

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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
Disclosure Information

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
Contact Info for Michael J. Matthews
Phone Number: (813) 575-2652
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

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