MC
CFP
MC
CFP

Matthew Cox

4 Years of Experience
Fairview Heights, IL
BrokerSells Insurance

Matthew Cox is a CFP-designated registered investment advisor, based in Fairview Heights, IL, with 4 years of industry experience.

Location

6001 Old Collinsville Road Building 2, Suite A, Fairview Heights, IL, 62208

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew owns real estate since 2021, dedicating minimal time. He is also an insurance agent selling fixed insurance products since 2023, spending a few hours per week. Finally, Matthew works as a financial professional for Burgdorf Wealth Managers, dedicating full-time hours.

Employment History
Current Registrations
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2021 - September 2022 · 1 yr 4 mos
State Registrations4 states
GAILMOTX
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.