Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clark is an investment advisor representative associated with Capital Investment Advisors, LLC. Matthew has been in the industry since 2012. Matthew holds the Series 63, Series 6, Series 26 and Series 65 licenses. Matthew has previously worked at MML Investors Services, LLC and New England Securities. Matthew Clark has 10+ years of experience in the financial services industry. Matthew is registered to provide investment advisory services in Georgia and Texas.
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.
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.
Percentage of plan assets
1
2
GA
07/15/2024 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
GA
10/06/2014 - 02/07/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
06/05/2013 - 10/01/2013
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
04/04/2012 - 06/03/2013
MML INVESTORS SERVICES, LLC (ATLANTA GA)
IA
Issued 08/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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