Matthew Andress is a registered investment advisor, based in Montgomery, AL, with 9 years of industry experience.
Location
8650 Minnie Brown Road Suite 116, Montgomery, AL, 36117
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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 is an insurance agent selling fixed insurance products since 2016, dedicating a few hours per week. He also engages in retail sales on eBay and Amazon, and works as a financial planner for Convergent Financial Partners and owner of Blueprint Financial Partners, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations10 states
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