Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Craig Canton

United Advisors America

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Craig Canton

Matthew Canton is a financial advisor registered with United Advisors America. Matthew has been in the financial services industry for over 5 years and is licensed to provide investment advice in multiple states. Matthew holds the Series 66 and Series 7TO licenses. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Matthew has experience working with high-net-worth individuals and families, as well as individuals and families with more modest financial needs.

Firm Information

Matthew Canton is currently registered with United Advisors America. United Advisors America is an investment advisor registered with the SEC. Headquartered in Prosper, Texas, the firm has 26 licensed agents and manages approximately $260 million in assets. They offer financial planning and portfolio management services to individuals and high-net-worth individuals.
United Advisors America

290 S PRESTON ROAD

PROSPER, TX 75078

$260.18M

Assets Under Management

Not reported

Total Clients

23

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Canton’s Registration & Firm History

TX

05/20/2024 - Present

United Advisors America (PROSPER TX)

TX

01/01/2020 - 07/01/2021

EDWARD JONES (Sherman TX)

Not sure if Matthew Craig Canton is right for you?

Licenses & Designations

BOTH

Issued 01/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Craig Canton.
Not sure if Matthew Craig Canton is right for you?