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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKinnon is an investment advisor representative with Whitwell & CO, LLC. Matthew McKinnon is licensed to provide investment advice in Texas. Matthew McKinnon has been in the financial industry since 2014. Matthew McKinnon has passed the Series 65 exam. Matthew McKinnon is registered with the state of New Jersey. Matthew McKinnon has experience working with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Matthew McKinnon specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/03/2025 - Present
Whitwell & CO, LLC (AUSTIN TX)
IA
Issued 06/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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