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Matthew Bryan Elmore

Charles Schwab & CO., Inc.

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About Matthew Bryan Elmore

Matthew Elmore is a financial professional with over 18 years of experience in the industry. Matthew currently works for Charles Schwab & CO., Inc. where Matthew is a Registered Representative. Prior to that, Matthew worked for TD AMERITRADE, INC. and WADDELL & REED, INC.. Matthew is licensed to provide investment advice in 53 states and holds Series 7, Series 31, and Series 66 licenses, as well as the SIE exam.

Firm Information

Matthew Elmore is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Matthew Elmore’s Registration & Firm History

TX

01/26/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

06/12/2013 - 05/19/2024

TD AMERITRADE, INC. (Westlake TX)

MO

09/28/2011 - 03/19/2013

WADDELL & REED, INC. (SPRINGFIELD MO)

OK

07/07/2010 - 01/06/2011

PRINCOR FINANCIAL SERVICES CORPORATION (AFTON OK)

OK

08/30/2005 - 11/02/2009

BOSC, INC. (GROVE OK)

NY

07/05/2004 - 08/30/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 07/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Bryan Elmore.
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