Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Matthews is a financial advisor with Triumph Wealth Advisors, Inc., located in Carrollton, TX. Gregory has been in the financial services industry for over 25 years. Gregory is a Certified Financial Planner and holds Series 6, 7, 24 and 63 licenses. Gregory has experience in providing financial planning, portfolio management, and insurance services. Gregory has also held previous positions at Taylor Capital Management Inc., Madison Avenue Securities, Inc., Next Financial Group, Inc., Questar Capital Corporation, and NFP Securities, Inc. Gregory is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee for plan design
1
2
TX
10/14/2024 - Present
Triumph Wealth Advisors, Inc. (Carrolton TX)
TX
08/21/2013 - 06/20/2019
TAYLOR CAPITAL MANAGEMENT INC. (CARROLLTON TX)
TX
06/20/2011 - 06/13/2013
MADISON AVENUE SECURITIES, INC. (CARROLLTON TX)
TX
04/07/2006 - 04/18/2011
NEXT FINANCIAL GROUP, INC. (CARROLLTON TX)
TX
05/28/2004 - 04/07/2006
QUESTAR CAPITAL CORPORATION (DALLAS TX)
TX
11/15/2001 - 05/26/2004
NFP SECURITIES, INC. (AUSTIN TX)
GA
08/18/1995 - 11/19/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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