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Matthew Justin Roach

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
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Location

135 South Madison Street, Thomasville, GA, 31792

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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 works as a research analyst for AMB Brokerage and AMB Investment Advisors. He is also a member of the Thomasville Rotary Club since 2013.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 8 yrs
Allen, Mooney & Barnes Brokerage Services, LLCBroker
February 2011 - Present · 15 yrs
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
March 2012 - December 2017 · 5 yrs 9 mos
Eastover Capital Management
March 2012 - March 2016 · 4 yrs
State Registrations5 states
FLGAINNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Justin Roach - Financial Advisor | TrueAdvisor