Gregory A. Matthews

TRIUMPH WEALTH ADVISORS

Carrolton, TX 75007

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CRD#: 2647453

Professional summary

Gregory Anthony Matthews, CFP®, who also goes by G Matthews, Greg Matthews, is a registered financial advisor currently at TRIUMPH WEALTH ADVISORS, INC. located in Carrolton, Texas and WORLD EQUITY GROUP, INC. located in Carrollton, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Gregory has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G Matthews | Greg Matthews

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. Triumph Wealth Advisors - Investment Advisor Representative, Investment Related, Started 7-2-2014, Approx 20 hrs/Mo, all during trading hours, 2230 Towne Lake Pkwy, Bldg. 800, Ste. 130, Woodstock, GA 30189. Nature/Duties: Investment Management and financial planning services provided for a fee. Includes meeting with clients, evaluation, collecting and preparing financial plans. Use 3rd party institutional managers. 2. Matthews Financial Services, LLC, DBA, Investment Related, Started 8-2013, All hours are devoted to this business during trading hours, 2625 N. Josey Lane, #101, Carrollton, TX 75007, Nature: Securities & Planning, President. 3. Insurance Sales, AGENT, Investment related, Start 8-2010, approx 15 hrs/mo, all during trading hours, 15050 Ave of Science, Ste. 100, San Diego, CA 92128, Nature: Insurance & Annuity products including fixed index annuities, life insurance, long-term care & disability insurance using Asset Marketing Systems (AMS) as FMO and resource for product information and planning ideas. 4. NT Letter winners Association; Not Investment related; 1301 S. Bonnie Brae St, Denton TX 76207; Serve as member of the Board of Directors for the North Texas Letter winners Association. Planning future events, setting rules and regulations for membership, liaison to coaches for future graduating athletes and voting on Hall of Fame nominees; Position/Title: Board Member; Start Date: 12/01/23; approximate number of hours/month you devote to the other business: 1 hour; ZERO Hrs during trading hrs towards the OBA. Duties: Planning of upcoming events, membership, rules and Hall of Fame voting. 5. Estate Docs Pro (EDP); Not Investment related; 2625 N. Josey Ln., Suite 101, Carrollton, TX 75007; Nature: Via my FMO (Asset Marketing Systems), we can provide estate planning services. Through a relationship with Estate Docs Pro, they can draft wills, trusts, power of attorney, directives to physician documents. Clients will access the EDP portal, provide necessary information and have their estate planning documents completed by attorneys. Clients will have access to make changes over the years as well as an online vault for future access and document storage.; Posns/Title: Referrer; Start Date: 08/12/2024; approximate number of hours/month you devote to the other business: 2 hours; Hrs during trading hrs: 2 Hrs; Duties: I will be providing access to clients to have their estate planning documents drafted and completed by attorneys of Estate Docs Pro (EDP). I will receive a referral fee for doing so.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Anthony Matthews's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

October 14, 2024 - Present

TRIUMPH WEALTH ADVISORS, INC.

Office #1: 2625 N. Josey Lane, Suite 101, Carrolton, TX 75007

RIA

CRD#: 153175

Carrolton, TX

Current

June 21, 2019 - Present

WORLD EQUITY GROUP, INC.

Office #1: 2625 N. Josey Lane Suite 101, Carrollton, TX 75007

RIA

CRD#: 29087

Carrollton, TX

Past

April 15, 2020 - July 22, 2024

TRIUMPH WEALTH ADVISORS, INC.

RIA

CRD#: 153175

CARROLLTON, TX

Past

January 17, 2014 - June 20, 2019

TRIUMPH WEALTH ADVISORS, INC.

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/21/2019)

Missouri
(6/21/2019)

New Jersey
(8/15/2025)

Pennsylvania
(6/21/2019)

Texas
(7/12/2019)

IAR

Texas
(10/14/2024)

Washington
(6/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

TRIUMPH WEALTH ADVISORS, INC.

CRD#: 153175 / SEC#: 801-79603

RIA

Registered Investment Advisory firm - (7/22/2024 Terminated)

Arizona