MH
MH

Matthew Curtis Heffington

11 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
682 clients
Average Client Portfolio
$646K average
Assets Under Management
$440.8M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location

6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119

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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 Activities

Matthew is a registered investment advisory representative at Kimery Wealth Management. This is a full-time commitment, primarily during trading hours.

Employment History
Current Registrations
Kimery Wealth Management, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Kimery Wealth Management, LLC
June 2017 - December 2018 · 1 yr 6 mos
Private Client Services, LLCBroker
June 2017 - August 2018 · 1 yr 2 mos
Morgan Stanley
May 2014 - June 2017 · 3 yrs 1 mo
Morgan StanleyBroker
May 2014 - June 2017 · 3 yrs 1 mo
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Matthew Curtis Heffington - Financial Advisor | TrueAdvisor