MM
CFP
MM
CFP

Matthew Marcoux

23 Years of Experience
Tampa, FL
BrokerSells Insurance

Matthew Marcoux is a CFP-designated registered investment advisor, based in Tampa, FL, with 23 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

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.

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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.
February 2017 - Present · 9 yrs 5 mos
J.W. Cole Financial, INC.Broker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
G. A. Repple & Company
March 2005 - February 2017 · 11 yrs 11 mos
G. A. Repple & CompanyBroker
February 2003 - February 2017 · 14 yrs
State Registrations15 states
CACOCTFLGAILINLAMINCNYORPATNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Matthew Marcoux - Financial Advisor | TrueAdvisor