Matthew Staples is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3570 Hamilton Blvd, Suite 101 1st Fl, Allentown, PA, 18103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns a tax preparation business called Matt Staples - Tax Prep since 2019. This takes about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Mcqueen Ball & Associates INC
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
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