Matthew J. Huberty
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew John Huberty, CFP® was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1999. Matthew had worked at 4 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2005
Experience
July 18, 2019 - December 31, 2019
PARAGON WEALTH MANAGEMENT, INC.
August 12, 2015 - May 11, 2018
JOURNEY ADVISORY GROUP, LLC
April 9, 2014 - May 11, 2018
CHANNEL ISLANDS GROUP
January 4, 2000 - October 16, 2000
WALNUT STREET SECURITIES, INC.
April 6, 1999 - December 21, 1999
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PARAGON WEALTH MANAGEMENT, INC.
CRD#: 299211 / SEC#:
Contact information
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.
