Kevin Matthews is a CFP-designated registered investment advisor, based in Tysons, VA, with 2 years of industry experience.
Location
8245 Boone Blvd., Ste. 580, Tysons, VA, 22182
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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
Kevin is a managing member of Beta Solutions CPA LLC, a CPA firm offering tax and financial consulting services, taking about half of his time. He also owns Stoic Investments, LLC, offering financial advisor services through Avantax, dedicating nearly full-time hours, and sells Avantax-approved insurance products through Avantax Insurance Entities, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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