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Matthew McIntyre is a registered investment advisor representative with Peak American Investment Advisors, Inc. based in Plano, TX. Matthew has been in the financial services industry since 2002. Matthew is licensed in California, Pennsylvania and Texas. Matthew is a Series 65 license holder. Matthew McIntyre is also a member of Peak American Financial Group, Inc. and Peak American Financial Companies, Inc. The firm's advisory services include financial planning, selection of other advisors, and portfolio management for individuals.
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.
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TX
09/13/2018 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
IA
Issued 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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