Matthew B. Adams

MONEY METHODS

AMARILLO, TX 79109

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CRD#: 2790644

Professional summary

Matthew Brent Adams, who also goes by Matt Adams, is a registered financial advisor currently at MONEY METHODS, INC. located in Amarillo, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Matthew has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Adams

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.

I AM EMPLOYED FULL TIME BY ACM MONEY METHODS, LTD. IN AMARILLO, TX, A REGISTERED INVESTMENT ADVISOR. I SERVE AS AN INVESTMENT REPRESENTATIVE, AS WELL AS VICE PRESIDENT OF THE GENERAL PARTNER. MY RESPONSIBILITIES INCLUDE: CLIENT SERVICING, POLICY MAKING/IMPLEMENTATION, PERSONNEL MANAGEMENT, & COMPLIANCE ISSUES WITH THE RIA. I AM ALSO LIFE & HEALTH INSURANCE LICENSED. I SPEND ABOUT 30 HOURS PER MONTH IN THIS AREA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brent Adams'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®

None

Experience

Current

July 9, 1998 - Present

MONEY METHODS, INC.

Office #1: 6001 Belpree, Amarillo, TX 79109

RIA

CRD#: 109298

AMARILLO, TX

Past

August 23, 2007 - May 12, 2009

ARGENTUS SECURITIES, LLC

CRD#: 45915

AMARILLO, TX

Past

August 19, 2004 - August 24, 2007

FIRST FOUNDERS SECURITIES, INC.

CRD#: 128624

AMARILLO, TX

Past

November 6, 2002 - January 17, 2007

STONEX SECURITIES INC.

CRD#: 18456

AMARILLO, TX

Past

September 27, 2001 - November 15, 2002

CAPWEST SECURITIES, INC.

CRD#: 30002

GREELEY, CO

Past

January 17, 2001 - October 5, 2001

RUSHMORE SECURITIES CORPORATION

CRD#: 8392

DALLAS, TX

Past

August 22, 2000 - March 8, 2001

NORTHSTAR SECURITIES, INC.

CRD#: 11247

DALLAS, TX

Past

September 9, 1996 - August 22, 2000

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

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

Texas
(7/9/1998)

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.

Exams

State Security Law Exam

Series 63

Date: 9/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/5/1996

General Securities Representative Examination

Current Firm

MONEY METHODS, INC.

ACM MONEY METHODS, LTD. | MONEY METHODS, INC. | MONEY METHODS INC | MONEY METHODS

CRD#: 109298 / SEC#: 801-56748

RIA

Registered Investment Advisory firm - (11/8/2004 Terminated)

Oklahoma

Registered Investment Advisory firm - (1/25/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/19/1985 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

6001 Belpree Rd, Amarillo, TX 79106

Mailing Address

Phone number

(806) 353-8782

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Matthew B. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brent Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY METHODS, INC.

ARGENTUS SECURITIES, LLC

FIRST FOUNDERS SECURITIES, INC.

STONEX SECURITIES INC.

CAPWEST SECURITIES, INC.

RUSHMORE SECURITIES CORPORATION

NORTHSTAR SECURITIES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/1996

Series 7

Date: 9/5/1996

Current Firm

MONEY METHODS, INC.

Contact information

Documents

Red Flags

Company Information

MONEY METHODS, INC.

TRUST BUT VERIFY

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