MW
CFP
MW
CFP
Matthew West is a CFP-designated registered investment advisor, based in Roswell, GA, with 30 years of industry experience.
Location
1243 Canton St., Roswell, GA, 30075
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Regulatory History (1)
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Customer Dispute
June 2007Closed-No Action
Other Business ActivitiesSells Insurance
Matthew owns Rollin Tide Villas, a real estate rental property, and spends minimal time managing it. He is also a managing partner at Canton Wealth Partners, an insurance business, dedicating nearly full-time hours to managing client investments.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
October 2022 - Present · 3 yrs 7 mos
Kestra Investment Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Kestra Investment Services, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - October 2022 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - October 2022 · 14 yrs 9 mos
UBS Financial Services INC.
January 2003 - January 2008 · 5 yrs
UBS Financial Services INC.Broker
February 2001 - January 2008 · 6 yrs 11 mos
Dean Witter Reynolds INC.Broker
November 1995 - February 2001 · 5 yrs 3 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.