Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew King has been an investment advisor representative since 1999. Matthew is registered with Cambridge Investment Research Advisors, Inc. in Helotes, Texas. Previously, Matthew was also registered with Ameriprise Financial Services, Inc., ScotTrade, Inc., and The Avantus Group, Inc. Matthew holds a Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 63. Matthew also holds the Series 66. Matthew is a founder of KING ESTATE LAW PLLC. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/23/2019 - Present
Cambridge Investment Research Advisors, Inc. (Helotes TX)
TX
04/29/2009 - 09/27/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CORPUS CHRISTI TX)
TX
10/10/2008 - 04/16/2009
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
08/17/2000 - 05/28/2008
SCOTTRADE, INC. (AUSTIN TX)
TX
04/30/1999 - 07/25/2000
THE AVANTUS GROUP, INC. (AUSTIN TX)
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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