Matthew Barnett
Matthew Barnett is a registered investment advisor at USAA Investment Services Company, based in Tampa, FL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns Full Tilt Logistics Inc., an interstate trucking and logistics company, since 2022. He spends a few hours per week handling the bank account and administrative duties such as licensing and registration of trucks.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services Company
USAA Investment Services CompanyBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations53 states
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