Mtr Financial Services, LLC

Mtr Financial Services, LLC (CRD# 149078) is a financial advisory firm headquartered in Kingwood, TX. They manage $19,500,000 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $152,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

TX

Financial Advisors at Mtr Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew T. Russell
CRD#: 5634348
2909 High Valley Drive, Suite 107, Kingwood, TX 77345
90
Wealthminder
score

Matthew Russell (CRD# 5634348) is an Investment Advisor Representative working at Mtr Financial Services, LLC in Kingwood, TX and has 1 year of experience in the finance industry. Matthew Russell 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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