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Matthew Robert McCurley

Charles Schwab & CO., Inc.

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About Matthew Robert McCurley

Matthew McCurley is a financial advisor with Charles Schwab & Co., Inc. Matthew is a registered representative and investment advisor. Matthew has been in the industry since 2014 and has experience with Jackson National Life Distributors LLC and ProEquities, Inc.. Matthew is licensed in 53 states. Matthew's primary office location is 9800 Schwab Way in Lone Tree, Colorado.

Firm Information

Matthew McCurley is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

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

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Matthew McCurley’s Registration & Firm History

CO

12/04/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

TN

02/24/2010 - 07/06/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

OH

04/07/2009 - 02/12/2010

PROEQUITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 12/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/06/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert McCurley.
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