Matthew Merwin (CRD# 1142898) is an Investment Advisor Representative working at Financial Management Network Inc. in Orlando, FL and has over 34 years of experience in the finance industry. Matthew Merwin 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# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fmn Capital Coproration | Laguna Hills, CA | Jan 1995 - Current | 29 |
| Financial Management Network Inc. | Laguna Hills, CA | Nov 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
- CA
- LA
- MN
- TX
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Total Assets Under Management1,478MILLIONS
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Total Number of Accounts4,072ACCOUNTS
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Average Account Value$363,058
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, FL, HI, ID, KS, LA, MN, NC, NM, NV, OH, OR, SC, TN, TX, UT, VA, VT, WA
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