Matthew A. Eckert
Professional summary
Matthew Allan Eckert, CFP®, who also goes by Matt Eckert, is a registered financial advisor currently at AVALON WEALTH ADVISORY, INC. located in Indianapolis, Indiana.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Allan Eckert's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
April 18, 2000 - Present
AVALON WEALTH ADVISORY, INC.
Office #1: 9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256April 29, 1999 - April 7, 2000
TD AMERITRADE, INC.
February 11, 1998 - April 19, 1999
PRUDENTIAL EQUITY GROUP, LLC
May 23, 1995 - April 13, 1998
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2022)
(6/21/2022)
(4/18/2000)
Exams
Series 8
Date: 5/20/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AVALON WEALTH ADVISORY, INC.
CRD#: 114311 / SEC#:
Contact information
Red Flags
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