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Matthew Foxhall

21 Years of Experience
Austin, TX
BrokerSells Insurance

Matthew Foxhall is a registered investment advisor, based in Austin, TX, with 21 years of industry experience.

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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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 an advisor at 49 Wealth Management, a Registered Investment Advisor (RIA), dedicating full-time hours to providing advice to clients. He also works as an agent selling fixed/traditional insurance products, spending minimal time on this activity, and is a Registered Representative at Oakwood Capital Securities, spending about 10-20% of his time advising and selling variable products.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 4 mos
49 Financial
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - January 2024 · 1 yr 9 mos
Thrivent Advisor Network, LLC
March 2022 - December 2022 · 9 mos
Equitable Advisors, LLC
July 2004 - March 2022 · 17 yrs 8 mos
Equitable Advisors, LLCBroker
March 2004 - March 2022 · 18 yrs
State Registrations13 states
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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 Foxhall - Financial Advisor | TrueAdvisor