Matthew McCloskeyCRD Number: 325597
Current Firm: Nations Financial Group, Inc.
Matthew McCloskey (CRD# 325597) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Wayne, PA and has over 39 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Nations Financial Group, Inc.||Wayne, PA||Sep 2019 - Current||2|
|Wells Fargo Advisors Financial Network LLC||Conshohocken, PA||May 2009 - Sep 2019||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,933MILLIONS
Total Number of Accounts8,473ACCOUNTS
Average Account Value$346,101
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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