Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Merrill is a financial advisor with Bright Road Wealth Management, LLC. Matthew is registered with the state of Texas as an Investment Advisor Representative. Matthew has worked in the financial industry since 2018 and has a Series 65 license. Matthew holds a specializations in a variety of investment areas, including: retirement planning, college savings, estate planning and insurance planning. Matthew is also a real estate investor. Matthew works with a variety of clients, including individuals, families, businesses, and non-profit organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TX
01/01/2022 - Present
Bright Road Wealth Management, LLC (Corpus Christi TX)
IA
Issued 12/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Merrill is the right advisor for you? Invested Better is here to help.
