Matthew Clegg is a CFP-designated registered investment advisor, based in Auburn, AL, with 24 years of industry experience.
Location
1224 Ogletree Village Lane, Auburn, AL, 36830
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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 an independent insurance agent and a financial professional utilizing the DBA name Wilson Investment Group, dedicating about a quarter of his time to the latter. He also has several other business activities including family limited partnerships, real estate holdings, and board memberships.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations25 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.