MB
MB

Matthew Donald Brassfield

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
8 advisors
Number of Clients
687 clients
Average Client Portfolio
$247K average
Assets Under Management
$169.9M
Loading...

Location

822 Blaine St., Caldwell, ID, 83605

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Continental Investors Services, INC.
March 2023 - Present · 2 yrs 11 mos
Continental Investors Services, INC.Broker
February 2023 - Present · 3 yrs
Previous Registrations
Continental Investors Services, INC.Broker
February 2008 - August 2009 · 1 yr 6 mos
State Registrations14 states
AZCACOFLIDMEMTNVOKORTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.