Matthew MacnealCRD 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 19 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.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Minnesota Life Insurance Company||St Paul, MN||Mar 2004 - Current||13|
|Legacy Planning||Coopersburg , PA||Mar 2004 - Current||13|
|Tegler Mchenry||Frazier, PA||Aug 2002 - Current||15|
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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