linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Dowell

Advisory Services Network

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 Dowell

Matthew Dowell is a financial advisor with Advisory Services Network, LLC. Matthew has over 9 years of experience in the financial services industry. Matthew specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Matthew has a combined state law exam (Series 66) and also holds the Series 7, Series 9, Series 10, and SIE. Advisory Services Network, LLC provides investment advisory services to individuals, high net worth individuals, corporations, other businesses, and pension and profit-sharing plans. Advisory Services Network, LLC has approximately $6.8 billion in regulatory assets under management.

Firm Information

Matthew Dowell is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Dowell’s Registration & Firm History

FL

06/19/2023 - Present

Advisory Services Network (Tampa FL)

FL

06/18/2014 - 06/06/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

Not sure if Matthew Dowell is right for you?

Licenses & Designations

BOTH

Issued 07/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/03/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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