Matthew Rouillier is a CFP-designated registered investment advisor, based in Nashville, TN, with 6 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
237 Old Hickory Blvd. Ste. 100, Nashville, TN, 37221
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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 an administrative assistant and investment advisor for Peggy J. Rouillier Inc and Wealth Management Group, respectively, dedicating full-time hours to each. He also works as an independent insurance producer, spending minimal time selling various insurance products, and provides accounting services as a CPA on a variable schedule.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations4 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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