Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 5 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Independence, MO | Jan 2019 - Current | 5 |
| Valleyview Parkway LLC | Lee's Summit, MO | Feb 2018 - Current | 6 |
| The Albin Cpa Firm, LLC | Independence, MO | Nov 2016 - Current | 7 |
| Avantax Investment Services, Inc. | Independence, MO | Apr 2016 - Current | 8 |
| 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 |
- MO
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
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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