Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brinkley is an investment advisor representative with Consolidated Planning Corp. Matthew has been in the industry since 2007. Matthew is licensed in California, Florida, Georgia, Illinois, Mississippi, Nevada, North Carolina, South Carolina, and Texas. Matthew is also a registered investment advisor in Georgia. Matthew's previous experience includes working at WELLS FARGO ADVISORS, LLC and BB&T INVESTMENT SERVICES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
1
2
GA
12/04/2018 - Present
Consolidated Planning Corp. (ATLANTA GA)
GA
05/26/2009 - 01/22/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
06/12/2007 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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