MC
MC

Matthew Coburn

7 Years of Experience
Blue Bell, PA
Broker

Matthew Coburn is a registered investment advisor, based in Blue Bell, PA, with 7 years of industry experience.

Location

660 Sentry Parkway, Suite 102, Blue Bell, PA, 19422

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew works as a financial advisor for Welthcare Advisory Partners LLC DBA Long Financial Group Inc, attracting clients and providing security solutions. He also serves as Head of Trading and Analytics for Long Financial Group, focusing on trading and research; both roles are full-time.

Employment History
Current Registrations
M. S. Howells & CO.Broker
September 2024 - Present · 1 yr 10 mos
Wealthcare Advisory Partners LLC
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
M. S. Howells & CO.Broker
December 2021 - September 2022 · 9 mos
American Portfolios Advisors, INC
October 2021 - October 2021 · 0 mos
American Portfolios Financial Services, INC.Broker
October 2021 - October 2021 · 0 mos
Cadaret Grant & CO INC
July 2018 - October 2021 · 3 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
June 2018 - October 2021 · 3 yrs 4 mos
State Registrations1 state
PA
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.