Matthew Soule (CRD# 6250589) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has 1 year of experience in the finance industry.
CRD# 2750925
Gateway Financial Group, Inc.
CRD# 4359253
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2087736
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thompson, Siegel & Walmsley LLC | Richmond, VA | Aug 2016 - Current | 7 |
| Nationwide Funds Group | King Of Prussia, PA | Sep 2013 - Aug 2016 | 2 |
- MA
- TX
- VA
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Total Assets Under Management19,057MILLIONS
-
Total Number of Accounts4,950ACCOUNTS
-
Average Account Value$3,849,838
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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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