Matthew Marting is a registered investment advisor, based in Austin, TX, with 37 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Matthew is a registered representative (RR) with Marting Financial, focusing on insurance-related activities, and an investment advisor representative (IAR) with Kestra Advisory Services. These activities take up nearly all of Matthew's time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Securities CorporationBroker
M&i Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Mercantile Investment Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations6 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.