Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Marcom is a financial advisor with Independent Financial Group, LLC. Matthew has been in the financial services industry since November 1998. Matthew specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Independent Financial Group, LLC is a registered investment advisor with a main office in San Diego, California. The firm manages over $6 billion in assets for over 30,000 clients. Matthew has a broad range of experience and expertise, and is committed to providing his clients with personalized service and sound financial advice.
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.
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.
1
2
CA
11/07/2024 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
TX
12/12/2008 - 04/23/2019
NEXT FINANCIAL GROUP, INC. (GEORGETOWN TX)
TX
02/11/2002 - 01/09/2009
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
11/04/1998 - 02/07/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/01/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/17/2002
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 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Marcom is the right advisor for you? Invested Better is here to help.
