Matthew ConditCRD Number: 5813558
Current Firm: Strategic Wealth Management, LLC
Matthew Condit (CRD# 5813558) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 12 years of experience in the finance industry. Matthew Condit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Strategic Wealth Management||Bedford, TX||Oct 2020 - Current||2|
|Lpl Financial, LLC||Bedford, TX||Nov 2014 - Current||8|
|Strategic Wealth Management LLC||Bedford, TX||Jan 2019 - Oct 2020||1|
|Strategic Wealth Management, LLC||Bedford, TX||May 2015 - Jan 2019||3|
|Strategic Wealth Management, LLC||Bedford, TX||Nov 2014 - May 2015||< 1|
|Lpl Financial LLC||Boyd, TX||Oct 2012 - Nov 2014||2|
|Independent Financial Partners (ifp)||Boyd, TX||Oct 2012 - Nov 2014||2|
|Strategic Wealth Management, LLC||Boyd, TX||Aug 2012 - Nov 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management158MILLIONS
Total Number of Accounts423ACCOUNTS
Average Account Value$372,341
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX, WA
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