Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Plumley is a financial advisor registered with LPL Financial LLC. Matthew has been working in the financial industry since December 2002 and has licenses to practice in multiple states. Matthew has been registered with LPL Financial LLC since February 2018, previously he was registered with INVEST FINANCIAL CORPORATION and METLIFE SECURITIES INC. Matthew is licensed to provide investment advice in Alabama, Alaska, Florida, Georgia, Kentucky, Mississippi, North Carolina, Tennessee, Texas, and Virginia. Matthew specializes in various areas of financial advising including retirement planning, college savings, estate planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
02/14/2018 - Present
LPL Financial LLC (PARIS TN)
TN
04/29/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (PARIS TN)
TN
07/10/2003 - 04/29/2010
METLIFE SECURITIES INC. (PARIS TN)
TN
07/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PARIS TN)
TN
11/22/2002 - 06/24/2003
WILLIAM E. HOPKINS & ASSOCIATES, INC. (JACKSON TN)
BOTH
Issued 07/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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