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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 Ross Chaffin is an Investment Advisor Representative with MAI Capital Management, LLC. Matthew has been in the industry for several years and has a strong background in financial planning, portfolio management, and investment advisory services. He is a Series 65 licensed Investment Advisor Representative and a Series 7 and Series 63 licensed Registered Representative. Matthew specializes in working with individuals, families, corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. His previous experience includes working with Crews & Associates, Inc. and Smith Capital Management.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
AR
01/04/2021 - Present
MAI Capital Management, LLC (Little Rock AR)
AR
09/02/2015 - 09/14/2018
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
IA
Issued 11/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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