Matthew Rakerd is a registered investment advisor, based in York, PA, with 30 years of industry experience.
Location
2350 Freedom Way Suite 101, York, PA, 17404
Get directionsHistory
Regulatory History
Clean regulatory record
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 the owner of Wealth Solutions LLC, a DBA, since September 2024, dedicating minimal time. He provides fixed insurance to clients as needed.
Employment History
Current Registrations
Independent Financial Partners
August 2024 - Present · 1 yr 9 mos
Ifp Securities, LLCBroker
August 2024 - Present · 1 yr 9 mos
Ifp Securities, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Realta Investment Advisors, INC
January 2011 - August 2024 · 13 yrs 7 mos
Realta Equities, INC.Broker
January 2010 - August 2024 · 14 yrs 7 mos
Securities America, INC.Broker
March 2008 - December 2009 · 1 yr 9 mos
Securities America Advisors, INC.
March 2008 - December 2009 · 1 yr 9 mos
Ftb Advisors, INC.
May 2003 - February 2008 · 4 yrs 9 mos
First Tennessee Brokerage, INC.Broker
May 2003 - February 2008 · 4 yrs 9 mos
Ftb Advisors, INC.
January 2003 - May 2003 · 4 mos
First Tennessee Brokerage, INC.Broker
August 2002 - May 2003 · 9 mos
Peremel & CO., INC.
May 1999 - August 2002 · 3 yrs 3 mos
Peremel & CO., INC.Broker
April 1999 - August 2002 · 3 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1998 - March 1999 · 5 mos
American Express Financial Advisors INC.Broker
June 1997 - May 1998 · 11 mos
Ids Life Insurance CompanyBroker
June 1997 - May 1998 · 11 mos
Investment Management & Research, INCBroker
October 1996 - June 1997 · 8 mos
Edward D. Jones & CO., L.P.Broker
September 1994 - December 1995 · 1 yr 3 mos
State Registrations27 states
ALAZDEFLGAILINKYLAMAMDMIMONCNHNJNMNYOHORPASCTNTXVAWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.