Matthew Carlin, financial advisor Friendswood TX

Matthew Carlin

CRD Number: 2002278
Current Firm: Foundations Investment Advisors LLC

Matthew Carlin (CRD# 2002278) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 34 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Friendswood TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Friendswood TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Friendswood TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Foundations Investment Advisors, LLC Friendswood, TX Aug 2023 - Current < 1
Matt Carlin & Associates Dba Carlin Financial Group Friendswood, TX Jan 2010 - Current 14
Ae Wealth Management, LLC Topeka, KS Nov 2018 - Aug 2023 4
Client One Securities, LLC Leawood, KS Apr 2011 - Nov 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Matthew Carlin
Phone Number: 480-626-2979
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,694
    MILLIONS
  • Total Number of Accounts
    40,472
    ACCOUNTS
  • Average Account Value
    $115,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Matthew Carlin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.