CM
Cash E. Matthews
WEALTH WATCH ADVISORS,
Jenks, OK
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CRD#: 1732507
CM
Professional summary
Cash Evan Matthews is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Jenks, Oklahoma.
Cash is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Cash has worked at 8 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE SOLOMON GROUP INC-INSURANCE SALES; TIME SPENT 20%; OWNERSHIP 100%
2) PRE-PAID LEGAL SERVICES-CASH MATTHEWS; TIME SPENT 5%; OWNERSHIP 100%
3)CASH MATTHEWS (DBA, SOLE PROP); SALES OF MONA VIE; ACTIVE OWNER; 5% TIME SPENT; 100% OWNERSHIP; 5K/YR COMP; CONTINUOUS TERM
4) SOLOMON GROUP REAL ESTATE; LLC; REAL ESTATE AGENCY; OWNER; 1% TIME SPENT; 100% OWNERSHIP; $7.5K/YR COMP; ONGOING
5) SOLOMON APARTMENT LOCATING; LLC; APARTMENT LOCATING; OWNER; 1% TIME SPENT; 100% OWNERSHIP; $7.5K/YR COMP; ONGOING
6) SOLOMON HOME SERVICES; LLC; HANDYMAN SERVICES; OWNER; 1% TIME SPENT; 100% OWNERSHIP; $7.5K/YR COMP; ONGOING
7) WORLD VENTURES TRAVEL; TRAVEL CLUB;SALESPERSON;5% TIME SPENT;COMPENSATION DEPENDENT ON SALES; ONGOING
CRS (Client Relationship Summary) - RIA
Click below to view Cash Evan Matthews's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 16, 2020 - Present
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Jenks, OK
Past
January 9, 2020 - December 31, 2020
SOLOMON GROUP FINANCIAL SERVICES, LLC
RIA
CRD#: 166519
AUSTIN, TX
Past
March 3, 2017 - December 31, 2019
SOLOMON GROUP FINANCIAL SERVICES, LLC
RIA
CRD#: 166519
AUSTIN, TX
Past
August 31, 2016 - April 11, 2017
BLUE DUCK WEALTH MANAGEMENT
RIA
CRD#: 281832
Austin, TX
Past
April 8, 2013 - December 31, 2016
SOLOMON GROUP FINANCIAL SERVICES, LLC
RIA
CRD#: 166519
AUSTIN, TX
Past
January 4, 2008 - April 29, 2013
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
AUSTIN, TX
Past
July 25, 2007 - April 29, 2013
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
AUSTIN, TX
Past
May 18, 2006 - July 26, 2007
WELLSTONE SECURITIES, LLC
BD
CRD#: 121559
AUSTIN, TX
Past
April 27, 1994 - May 23, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
AUSTIN, TX
Past
April 25, 1994 - May 23, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
AUSTIN, TX
Past
March 12, 1992 - December 18, 1993
RUSHMORE SECURITIES CORPORATION
BD
CRD#: 8392
DALLAS, TX
Past
November 19, 1987 - November 20, 1991
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(10/16/2020)
IAR
Texas(10/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
