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Matthew Taylor Adams

Avantax Advisory Services

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About Matthew Taylor Adams

Matthew Adams is a financial advisor with Avantax Advisory Services. Matthew has been in the financial services industry since 1996. Matthew has a wide range of experience in financial planning, portfolio management, and investment advisory services. Matthew is committed to providing personalized financial advice and helping clients achieve their financial goals. Matthew is licensed to offer financial services in Arizona, California, Colorado, Idaho, Illinois, Indiana, Montana, North Carolina, Oklahoma, Oregon, Texas, Utah, Washington, and Wisconsin.

Firm Information

Matthew Adams is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Matthew Adams’s Registration & Firm History

OR

02/01/2024 - Present

Avantax Advisory Services (Eugene OR)

OR

10/14/2009 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (Eugene OR)

CA

06/09/2009 - 09/21/2009

ALLSTATE FINANCIAL SERVICES, LLC (SAN DIEGO CA)

CA

01/19/2006 - 05/22/2009

USA ADVANCED PLANNERS INC. (SAN DIEGO CA)

CA

02/23/2005 - 12/31/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

AZ

11/26/2003 - 01/27/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

12/12/2000 - 12/17/2003

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

04/14/1999 - 12/20/2000

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NJ

09/13/1993 - 01/30/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2006

Series 4 - Registered Options Principal Examination

BC

Issued 08/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1993

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 Taylor Adams.
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