Mcm Advisory, LLC

Mcm Advisory, LLC (CRD# 143273) is a financial advisory firm headquartered in Federal Way, WA. They manage $19,233,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $147,946
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Mcm Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger N. Matson
CRD#: 1728371
31620 23rd Ave S., Suite 309, Federal Way, WA 98003
86
Wealthminder
score

Roger Matson (CRD# 1728371) is an Investment Advisor Representative working at Mcm Advisory, LLC in Federal Way, WA and has over 30 years of experience in the finance industry. Roger Matson 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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