Matthew R. Mckinney
Professional summary
Matthew Ruffin Mckinney is a registered financial advisor currently at ARCON WEALTH MANAGEMENT located in Southlake, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ruffin Mckinney's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2007 - Present
ARCON WEALTH MANAGEMENT
Office #1: 100 Ginger Court, Southlake, TX 76092January 3, 2006 - June 12, 2007
LPL FINANCIAL LLC
January 3, 2006 - June 12, 2007
LPL FINANCIAL LLC
December 21, 2005 - December 31, 2005
OSAIC FS, INC.
August 6, 2003 - April 4, 2007
ADVANCED PLANNING, INC.
October 17, 2001 - December 31, 2002
ADVANCED PLANNING, INC.
August 16, 2000 - December 20, 2005
OSAIC FS, 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
(5/31/2007)
Exams
Current Firm
ARCON WEALTH MANAGEMENT
CRD#: 144137 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 33,616,069 |
Red Flags
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