Financial ADVSR advisor directory · SEC adviser records
Matson Money, Inc. financial advisors
Every SEC-registered investment adviser representative at Matson Money, Inc., by the state and city of the office they work from.
11 registered advisors work at Matson Money, Inc., in 3 states and 7 cities; the most are in Mason, OH (3). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Matson Money, Inc. advisor by name →Who joined and left Matson Money, Inc. →Matson Money, Inc.: assets, clients and custodians →
Cities with the most Matson Money, Inc. advisors
Mason, OH 3Scottsdale, AZ 3Arden, NC 1Asheville, NC 1Concord, NC 1Greensboro, NC 1High Point, NC 1
Matson Money, Inc. advisors by state
Questions
How many financial advisors does Matson Money, Inc. have?
11 investment adviser representatives are registered with Matson Money, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 7 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Matson Money, Inc. have the most advisors?
Mason, OH, with 3 registered advisors, then Scottsdale, AZ (3). By state, North Carolina has the most, with 5.
How do I find a Matson Money, Inc. financial advisor near me?
Pick your state below, then your city, to see every Matson Money, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Matson Money, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →