MT
Matthew L. Turner
SELECTIVE WEALTH MANAGEMENT
Forest, VA 24551
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CRD#: 4734781
MT
Professional summary
Matthew Lane Turner, CFP® is a registered financial advisor currently at SELECTIVE WEALTH MANAGEMENT, INC. located in Forest, Virginia.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Matthew Turner is the CFO of Strategic Funding (1469 Father Judge Rd, Monroe VA, 24574), a nonbank lender specializing in business use real estate. This role takes approximately 60 hours per month. Matthew has been the CFO since January 2019.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lane Turner'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®
CFP®
Start date: 2019
Experience
Current
November 27, 2018 - Present
SELECTIVE WEALTH MANAGEMENT, INC.
Office #1: 1149 Vista Park Drive Unit D, Forest, VA 24551RIA
CRD#: 164882
Forest, VA
Past
January 30, 2004 - February 13, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SELECTIVE WEALTH MANAGEMENT, INC.
1311 CAPITAL LLC | WEALTHGUIDE IQ | SELECTIVE WEALTH MANAGEMENT, INC. | SELECTIVE WEALTH MANAGEMENT LLC
CRD#: 164882 / SEC#: 801-108568
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)California
Registered Investment Advisory firm - (12/10/2016 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2016 Terminated)Florida
Registered Investment Advisory firm - (11/10/2016 Terminated)Louisiana
Registered Investment Advisory firm - (11/14/2016 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2016 Terminated)New York
Registered Investment Advisory firm - (11/10/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/14/2016 Terminated)Ohio
Registered Investment Advisory firm - (11/10/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2016 Terminated)South Carolina
Registered Investment Advisory firm - (11/10/2016 Terminated)Texas
Registered Investment Advisory firm - (11/10/2016 Terminated)Virginia
Registered Investment Advisory firm - (11/15/2016 Terminated)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(6/16/2021)
IAR
Virginia(11/27/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
SELECTIVE WEALTH MANAGEMENT, INC.
1311 CAPITAL LLC | WEALTHGUIDE IQ | SELECTIVE WEALTH MANAGEMENT, INC. | SELECTIVE WEALTH MANAGEMENT LLC
CRD#: 164882 / SEC#: 801-108568
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)California
Registered Investment Advisory firm - (12/10/2016 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2016 Terminated)Florida
Registered Investment Advisory firm - (11/10/2016 Terminated)Louisiana
Registered Investment Advisory firm - (11/14/2016 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2016 Terminated)New York
Registered Investment Advisory firm - (11/10/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/14/2016 Terminated)Ohio
Registered Investment Advisory firm - (11/10/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2016 Terminated)South Carolina
Registered Investment Advisory firm - (11/10/2016 Terminated)Texas
Registered Investment Advisory firm - (11/10/2016 Terminated)Virginia
Registered Investment Advisory firm - (11/15/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1149 Vista Park Drive Unit D, Forest, VA 24551
Mailing Address
Phone number
(434) 515-1517
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,854 |
| AUM (Assets Under Management) | $ 425,928,464 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SELECTIVE WEALTH MANAGEMENT, INC.
CRD#: 164882Forest, VA 24551TRUST BUT VERIFY
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