Matthew Shores is a registered investment advisor, based in Alpharetta, GA, with 22 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. He also works as an insurance agent, providing insurance advice based on client needs, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Stratos Wealth Partners, LTD
Lifestyle Planning Solutions, LLC
LPL Financial LLCBroker
LPL Financial LLC
Commerce Wealth Advisers, LLC
Dewaay Financial Network, LLCBroker
Biltmore Capital Advisors
Fsc Securities CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations26 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.