Matthew Unger is a CFP-designated registered investment advisor, based in Dallas, TX, with 14 years of industry experience.
Location
12240 Inwood rd ste 200, Dallas, TX, 75244
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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 the VP, Head of Centralized Wealth Advisory Services at Concurrent Investment Advisers, a full-time position. He also works as an agent selling fixed/traditional insurance products for both Fixed Insurance and PKSF, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
United Capital Financial Advisors
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations29 states
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