Danny Matthews, financial advisor Flowood MS
96 score

Danny Matthews

CRD Number: 1081590
Current Firm: Sound Financial Strategies Group, Inc.

Danny Matthews (CRD# 1081590) is an Investment Advisor Representative working at Sound Financial Strategies Group, Inc. in Flowood, MS and has over 33 years of experience in the finance industry. Danny Matthews 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
Comprehensive Asset Management And Servicing, Inc. Parsippany, NJ Mar 2017 - Current 1
Sound Financial Strategies Group, Inc. Flowood, MS Mar 2017 - Current 1
Financial Strategies Group Flowood, MS Dec 1993 - Mar 2017 23
Lifelock Inc. Tempe, AZ Mar 2008 - Dec 2012 4
Allegiance Financial Strategies Group Birmingham, AL May 2004 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Danny R. Matthews
Phone Number: 601-856-3825
Firm Website: https://www.soundfsg.com
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $149,194
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, LA, MS, TN, TX

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

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