Matthew Mainwaring (CRD# 7393770) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | West Chester, PA | Nov 2021 - Current | 2 |
| Key Financial Inc. | West Chester, PA | Jun 2021 - Current | 2 |
| Pennsylvania State University | University Park, PA | Jun 2017 - May 2021 | 3 |
| Scott Honda Of West Chester | West Chester, PA | May 2019 - Aug 2020 | 1 |
| College Hunks Hauling Junk And Moving | Kennett Square, PA | May 2018 - Aug 2018 | < 1 |
| Unionville School District | Kennett Square, PA | Aug 2004 - Jun 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- PA
-
Total Assets Under Management2,166MILLIONS
-
Total Number of Accounts4,427ACCOUNTS
-
Average Account Value$489,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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