Matthew Saller, financial advisor Valley View TX

Matthew Saller

CRD Number: 5370590
Current Firm: Complete Wealth Management, LLC

Matthew Saller (CRD# 5370590) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Valley View, TX and has over 15 years of experience in the finance industry. Matthew Saller 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.

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Professional Designations
Company Name Location Dates Years
Complete Wealth Management, LLC Denton, TX Mar 2019 - Current 5
D&l Farm And Home Aubrey, TX Sep 2018 - Current 5
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Investments Westlake, TX Jan 2008 - Jul 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Matthew C. Saller
Phone Number: 940-382-9300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $179,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

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