Matthew Macneal, financial advisor Wilmington DE
96 score

Matthew Macneal

CRD Number: 3069555
Current Firm: Cambridge Investment Research Advisors, Inc.

Matthew Macneal (CRD# 3069555) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmington, DE and has over 18 years of experience in the finance industry. Matthew Macneal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2012 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2012 - Current 4
Minnesota Life Insurance Company St Paul, MN Mar 2004 - Current 12
Legacy Planning Coopersburg , PA Mar 2004 - Current 12
Tegler Mchenry Frazier, PA Aug 2002 - Current 14
Securian Financial Services Inc. St Paul, MN Mar 2004 - Oct 2012 8
One Resource Group Ft Wayne, IN Oct 2003 - Dec 2011 8
Fish Financial LLC Bethlehem, PA Mar 2005 - Dec 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Matthew J. Macneal
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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