Matthew McMahan (CRD# 6524400) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 8 years of experience in the finance industry. Matthew McMahan 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# 4538903
Ahl Investment Management, Inc.
CRD# 2845582
Raymond James Financial Services Advisors, Inc.
CRD# 6384712
Morgan Stanley
Company Name | Location | Dates | Years |
---|---|---|---|
Aegis Wealth Management, LLC | Maitland, FL | Oct 2017 - Current | 6 |
Fresh Ice Vending, LLC | Orlando, FL | Feb 2014 - Current | 10 |
Delta Capital Management, LLC | Maitland, FL | Jun 2019 - Oct 2021 | 2 |
Vision Brokerage Services LLC | Maitland, FL | Dec 2015 - Jun 2019 | 3 |
Alternative Investment Advisors, LLC | Maitland, FL | Jun 2015 - Sep 2018 | 3 |
First Financial Strategies, LLC | Maitland, FL | Jul 2017 - Oct 2017 | < 1 |
Florida Financial Strategies | Maitland, FL | Dec 2015 - Jul 2017 | 1 |
Mchaeuszer Laundry, Inc. | Orlando, FL | Nov 2013 - Jun 2017 | 3 |
Mchaeuszer, Inc. | Orlando, FL | Nov 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- FL
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$337,037
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL
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