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Matt Landing Peden is an investment advisor representative at True North Advisors, LLC, a firm based in Dallas, Texas. Matt Landing Peden has been in the industry since 1994, and is registered with the state of Texas. Matt Landing Peden specializes in financial planning, pension consulting, and portfolio management. He works with a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Matt Landing Peden has held previous positions at Guidestone Financial Services, PFPC Distributors, Inc., SWS Financial Services, and Southwest Securities, Inc. Matt Landing Peden is a Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/29/2023 - Present
True North Advisors, LLC (DALLAS TX)
TX
09/14/2009 - 12/31/2017
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
03/12/2001 - 09/11/2009
PFPC DISTRIBUTORS, INC. (DALLAS TX)
TX
12/02/1997 - 11/08/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/14/1994 - 05/13/1996
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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