David Matthews (CRD# 4620837) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 21 years of experience in the finance industry. David Matthews 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# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Austin, TX | Sep 2021 - Current | 2 |
| Broadway Wealth Solutions | San Antonio, TX | Jan 2021 - Aug 2021 | < 1 |
| Securities America, Inc. | Austin, TX | Aug 2019 - Jan 2021 | 1 |
| Securities America Advisors | Austin, TX | Aug 2019 - Jan 2021 | 1 |
| Hill Country Financial Planning | Austin, TX | Mar 2019 - Jan 2021 | 1 |
| Cetera Advisors | Denver, CO | Mar 2019 - Aug 2019 | < 1 |
| Unemployed | Austin, TX | Jan 2019 - Mar 2019 | < 1 |
| Swbc Investment Services | San Antonio, TX | Aug 2017 - Dec 2018 | 1 |
| Swbc Investment Company | San Antonio, TX | Aug 2017 - Dec 2018 | 1 |
| Randolph Brooks Fcu | Live Oaks, TX | Mar 2016 - Aug 2017 | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Nov 2010 - Aug 2017 | 6 |
| Cuna Mutual Group | Waverly, IA | Nov 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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