Matthew Murch is a CFP-designated registered investment advisor, based in Houston, TX, with 13 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16850 Royal Crest Dr, Houston, TX, 77058
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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 works as a Wealth Management Advisor for Integrated Tax and Wealth Strategies, taking nearly full-time. He also provides consulting to Brian Stephens for minimal time. Matthew is also a Financial Planning Consultant for BCOR Administrative Services, LLC, spending nearly full-time and partnering with CPAs to offer solutions including insurance options.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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
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