MV
MV
Matthew Vincent
17 Years of Experience
Grabill, IN
Broker
Matthew Vincent is a registered investment advisor at Cetera Investment Advisers LLC, based in Grabill, IN, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
13505 Main Street, Grabill, IN, 46741
Get directionsHistory
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
Cetera Investment Advisers LLC
August 2015 - Present · 10 yrs 9 mos
Cetera Investment Services LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2014 - July 2015 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
September 2008 - October 2012 · 4 yrs 1 mo
State Registrations7 states
INMIOHORSCTNVA
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.