Matthew Sims is a registered investment advisor, based in Richardson, TX, with 20 years of industry experience.
Location
3400 N Central Expy, Unit 110, Richardson, TX, 75080
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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 Adviser Representative at 49 Wealth Management, LLC, a Fixed Insurance Sales Agent for 49 Financial through Financial Independence Group, a Registered Representative at Oakwood Capital Securities, and CEO of 25 Giving. He dedicates nearly full-time hours to fixed insurance sales and registered product sales, and minimal time to charitable planning.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations25 states
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