Joseph Matthews
Joseph Matthews is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marshfield, MA, with 38 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Marshfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an insurance agent selling life, disability, fixed annuities, long-term care, and property and casualty insurance products since 1984. This takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
The Leaders Group, INC.Broker
Signator Investors, INC.Broker
John Hancock Distributors LLCBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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