Matthew Bagley is a CFP-designated registered investment advisor, based in Boone, NC, with 18 years of industry experience.
Location
1013 Highway 105, Boone, NC, 28607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the treasurer of the Knights of Columbus Boone Council, a non-profit organization, and spends a few hours per week on this. He also manages a family-owned car wash as Vice President of MPGJ II LLC, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward JonesBroker
Edward Jones
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations12 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.