Matthew Flesch is a registered investment advisor, based in Wesley Chapel, NC, with 26 years of industry experience.
Location
5943 Weddington Monroe Rd Ste C102, Wesley Chapel, NC, 28104-6287
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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 →Employment History
Current Registrations
Allstate Financial Services, LLCBroker
October 2012 - Present · 13 yrs 9 mos
Allstate Financial Advisors, LLC
October 2012 - Present · 13 yrs 9 mos
Previous Registrations
Edward JonesBroker
July 2012 - August 2012 · 1 mo
Edward Jones
July 2012 - August 2012 · 1 mo
Wells Fargo Advisors, LLC
June 2006 - July 2012 · 6 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2000 - July 2012 · 11 yrs 9 mos
First Union Brokerage Services, INC.Broker
March 1999 - October 2000 · 1 yr 7 mos
State Registrations3 states
FLNCSC
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.