Matthew Atwood is a CFP-designated registered investment advisor, based in Woodstock, GA, with 8 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3380 Trickum Rd, Building 1200, Woodstock, GA, 30188
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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 employee of Timewise Financial, LLC, providing accounting services and tax preparation, dedicating full-time hours to this role. He also facilitates the purchase of fixed index annuities for clients, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
E*trade Securities LLCBroker
State Registrations15 states
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
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