Brandon Matthews is a registered investment advisor, based in Haltom City, TX, with 8 years of industry experience.
Location
Haltom City, TX
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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.
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Current Registrations
Transamerica Retirement Advisors, LLC
May 2023 - Present · 3 yrs
Transamerica Investors Securities, LLCBroker
May 2023 - Present · 3 yrs
Transamerica Investors Securities, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2022 - December 2022 · 6 mos
Advice and Planning Services
June 2022 - December 2022 · 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2021 · 2 yrs 8 mos
Strategic Advisers LLC
November 2016 - July 2018 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
December 2015 - March 2021 · 5 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.