David Matthews is a CFP-designated registered investment advisor, based in Towson, MD, with 24 years of industry experience.
Location
505 Baltimore Avenue, Towson, MD, 21204
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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
David is an agent at Fusco Financial Associates, selling various insurance products, and also works as a Certified Financial Planner Associate. He also serves as an officer (Treasurer) for Mt. Ararat #44 Ancient Free & accepted Masonic Lodge.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Fusco Financial Associates INC.
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.