Matthew AlbrittonCRD Number: 5932331
Current Firm: Pegasus Financial Group LLC
Matthew Albritton (CRD# 5932331) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Chantilly, VA and has over 6 years of experience in the finance industry. Matthew Albritton 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Pegasus Financial Group||Chantilly, VA||Sep 2016 - Current||1|
|Unitedplanners Financial Services Of America||Scottsdale, AZ||Aug 2016 - Current||1|
|Clarion Wealth Management Partners||Fairfax, VA||Mar 2013 - Aug 2016||3|
|Millennium Capital Mgmt Corp D/b/a Alliant Wealth Advisors||Prince William, VA||Sep 2012 - Feb 2013||< 1|
|Ing Financial Partners, Inc.||Tysons Corner, VA||Jun 2011 - Aug 2012||1|
|George Mason University||Fairfax, VA||Jan 2008 - Jun 2011||3|
|Uso||Ft. Belvoir, VA||Oct 2010 - Jan 2011||< 1|
|National Park Service||Triangle, VA||May 2009 - Aug 2010||1|
|Va House Of Delegates||Springfield, VA||Aug 2008 - Nov 2008||< 1|
|100 King Restaurant||Alexandria, VA||Jul 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management32MILLIONS
Total Number of Accounts112ACCOUNTS
Average Account Value$289,144
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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