Matthew Stephens
Matthew Stephens is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, TX, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
102 E. Hiram St, Atlanta, TX, 75551
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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 serves in the US Army Reserve and is an agent for Avantax Insurance Agency, LLC, where he may sell various types of annuities, dedicating a few hours per week. He also owns Willow Chute Financial, where he works as a financial advisor, spending about a quarter of his time on financial planning, investment management, and business development.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Morgan StanleyBroker
Morgan Stanley
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 states
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