Matthew Castine is a CFP-designated registered investment advisor, based in Tampa, FL, with 7 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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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 works as a financial advisor, preparing and filing federal and state tax returns for clients through Encompass Advisors, Inc. He also sells life insurance products, dedicating about 10-20% of his time during tax season (February through April) and minimal time the rest of the year.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations12 states
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