Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Harrelson is a financial advisor with over 14 years of experience in the industry. He is currently registered with Principia Wealth Advisory, LLC and holds Series 7, 63, and 65 licenses. Matt has previously worked with TD Ameritrade, Charles Schwab, Fidelity Brokerage Services, and AXA Advisors, LLC. Matt is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
02/09/2024 - Present
Principia Wealth Advisory, LLC (Fort Worth TX)
TX
09/01/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
03/30/2022 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
TX
11/09/2017 - 12/31/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
07/01/2010 - 10/03/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/19/2008 - 10/28/2008
AXA ADVISORS, LLC (DALLAS TX)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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