MK
MK

Matthew Kabala

11 Years of Experience
Bluffton, SC
BrokerSells Insurance

Matthew Kabala is a registered investment advisor at Wells Fargo Advisors, based in Bluffton, SC, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

20 Cassidy Dr Ste 101, [Satellite], Bluffton, SC, 29910

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Matthew works as a financial advisor for Princeton Harriman Insurance Solutions for their insurance business. This takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2015 - January 2023 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - January 2023 · 8 yrs
State Registrations24 states
CACODCDEFLGAIDILINMAMDMEMIMONCNJNYOHPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.