Matthew Hefley (CRD# 5697408) is an Investment Advisor Representative working at Avantax Advisory Services in Fairfield, IL and has over 14 years of experience in the finance industry. Matthew Hefley 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.
CRD# 6593282
Edward Jones
CRD# 2903882
Securities America Advisors, Inc.
CRD# 3021469
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richard I. Montgomery Pc | Fairfield, IL | Jan 2012 - Current | 12 |
| Hefley & Associates | Fairfiled, IL | Jan 2012 - Current | 12 |
| Avanatx Investment Services, Inc. | Fairfield, IL | Jul 2009 - Current | 14 |
| Richard I Montgomery | Fairfield, IL | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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