Matthew Fountain (CRD# 3004010) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Saint Charles, IL and has over 26 years of experience in the finance industry. Matthew Fountain 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Clarity Wealth Management, Inc. | St. Charles, IL | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Sarasota, FL | Sep 2015 - Current | 8 |
| Capital Point Financial Group, Ltd. | Glenview, IL | Apr 2016 - Dec 2023 | 7 |
| Gaines Financial Group, Inc. | Sarasota, FL | Sep 2015 - May 2016 | < 1 |
| Ameriprise Financial Services, Inc. | Sarasota, FL | Oct 2009 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- FL
- TX
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Total Assets Under Management458MILLIONS
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Total Number of Accounts2,033ACCOUNTS
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Average Account Value$225,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MD, MN, MO, NC, NE, OH, PA, TN, TX, WI
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