Matthew Ridley (CRD# 7233107) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jkj Financial Services | Newtown, PA | Apr 2022 - Current | 2 |
| M Holdings Securities, Inc. | Portland, OR | Jan 2020 - Current | 4 |
| Sdm Inc. Dba Jkj Financial Services | Newtown, PA | Jan 2020 - Current | 4 |
| Aids Law Project Of Pennsylvania | Philadelphia, PA | Nov 2019 - Jan 2020 | < 1 |
| Dollar General | Philadelphia, PA | Sep 2019 - Nov 2019 | < 1 |
| Philadelphia Museum Of Art | Philadelphia, PA | Jun 2019 - Aug 2019 | < 1 |
| Haverford College | Haverford, PA | Sep 2018 - May 2019 | < 1 |
| Haverford College Bookstore | Haverford, PA | Aug 2015 - May 2019 | 3 |
| Haverford College | Haverford, PA | Aug 2015 - May 2019 | 3 |
| Dataarts | Philadelphia, PA | May 2018 - Jul 2018 | < 1 |
| The Barnes Foundation | Philadelphia, PA | May 2017 - Jul 2017 | < 1 |
| Haverford College Libraries | Haverford, PA | May 2016 - Jul 2016 | < 1 |
| Woodrow Wilson Middle School, Northeast High School | Philadelphia, PA | Sep 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- PA
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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