Matthew AlbinCRD Number: 6578916
Current Firm: Avantax Advisory Services
Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 4 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Avantax Advisory Services||Independence, MO||Jan 2019 - Current||4|
|Valleyview Parkway LLC||Lee's Summit, MO||Feb 2018 - Current||5|
|The Albin Cpa Firm, LLC||Independence, MO||Nov 2016 - Current||6|
|Avantax Investment Services, Inc.||Independence, MO||Apr 2016 - Current||7|
|Ryan S. Cook Cpa, LLC||Clinton, MO||Sep 2014 - Oct 2016||2|
|1st Global Capital Corp||Clinton, MO||Sep 2014 - Oct 2016||2|
|Deloitte Tax LLP||Kansas, MO||Jan 2012 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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