Sara R. Matlock
Professional summary
Sara Reeder Matlock, who also goes by Sara R Bell, Sara Reeder Bell, Sara Reeder Bell, Sara Marjorie Reeder, is a registered financial advisor currently at SWBC INVESTMENT ADVISORY SERVICES LLC located in Austin, Texas.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sara has worked at 7 firms and has passed the Series 66, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sara Reeder Matlock's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2013 - Present
SWBC INVESTMENT ADVISORY SERVICES LLC
Office #1: 900 South Capital Of Texas Ste 155, Austin, TX 78746November 15, 2011 - December 6, 2012
STEPHEN JONES CAPITAL MANAGEMENT, INC.
November 15, 2011 - December 6, 2012
JONES VILLALTA ASSET MANAGEMENT, LLC
September 27, 2011 - September 20, 2012
UNIFIED FINANCIAL SECURITIES, LLC
May 12, 2011 - September 6, 2011
KESTRA INVESTMENT SERVICES, LLC
July 6, 2001 - May 1, 2009
KESTRA INVESTMENT SERVICES, LLC
June 26, 2000 - July 12, 2001
EQUITABLE ADVISORS, LLC
October 21, 1999 - June 9, 2000
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
SWBC INVESTMENT ADVISORY SERVICES LLC
CRD#: 156155 / SEC#: 801-72669
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2013)
Exams
Current Firm
SWBC INVESTMENT ADVISORY SERVICES LLC
CRD#: 156155 / SEC#: 801-72669
Contact information
SEC notice filing (2 States and Territories)
Red Flags
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