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Crystal Renee Matlock

Reston Wealth Management

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About Crystal Renee Matlock

Crystal Renee Matlock is a registered investment advisor representative with Reston Wealth Management in Reston, Virginia. Crystal has been in the financial services industry since 2000 and has experience working with individuals, high-net-worth individuals, and small businesses. Crystal holds Series 7 and Series 66 licenses and is a licensed insurance agent. Crystal's areas of expertise include financial planning, portfolio management, and insurance.

Firm Information

Crystal Matlock is currently registered with Reston Wealth Management. Reston Wealth Management is a financial advisory firm based in RESTON, VA. They specialize in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages over $411 million in assets for 476 clients.
Reston Wealth Management

1984 ISAAC NEWTON SQUARE WEST

RESTON, VA 20190-5039

$411.75M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Crystal Matlock’s Registration & Firm History

VA

11/21/2016 - Present

Reston Wealth Management (Reston VA)

VA

05/16/2016 - 01/06/2017

LPL FINANCIAL LLC (RESTON VA)

VA

03/14/2012 - 05/17/2016

COMMONWEALTH FINANCIAL NETWORK (ARLINGTON VA)

VA

11/08/2004 - 07/15/2011

AMERIPRISE FINANCIAL SERVICES, INC. (FALLS CHURCH VA)

MN

11/08/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

AZ

09/04/2002 - 08/12/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

05/18/2000 - 08/28/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Crystal Renee Matlock.
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