Matthew Catlin, financial advisor Wichita KS
93 score

Matthew Catlin

CRD Number: 5332741
Current Firm: Wealth Alliance Advisory Group, LLC

Matthew Catlin (CRD# 5332741) is an Investment Advisor Representative working at Wealth Alliance Advisory Group, LLC in Wichita, KS and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Nov 2017 - Current < 1
Wealth Alliance Advisory Group, LLC Wichita, KS Nov 2017 - Current < 1
Ubs Financial Services Inc. Wichita, KS Apr 2007 - Nov 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Matthew G. Catlin
Phone Number: 316.221.3950
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, KS, MO, NE, OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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