Matthew Marcoux is a CFP-designated registered investment advisor, based in Maitland, FL, with 23 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
525 Sybelia Parkway, Suite 212, Maitland, FL, 32751
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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 involved in several business activities. He works full-time at Candor Path Financial, offering securities and insurance products, and co-owns Candor Path Insurance Services, providing health, life, and Medicare insurance services, dedicating about a quarter of his time. Matthew is also an officer at Candor Path Estate Planning Services, assisting with estate plan design and creation, spending a few hours per week.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations17 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.
Exams
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