Matthew R. Argyle

ENCORE RETIREMENT PLANNING

South Jordan, UT

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CRD#: 5275753

Professional summary

Matthew Robert Argyle, CFP®, who also goes by Matt Argyle, is a registered financial advisor currently at ENCORE RETIREMENT PLANNING, LLC located in South Jordan, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Argyle

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.

1. Encore Tax Services; Non-Investment Related; South Jordan, Utah; Tax Preparation Services; Owner/Operator; 12/2023; 50% during business hours; prepare taxes, customer communication, and other administrative tasks. Receives compensation for these services. 2. Allegis Advisor Group; Non-Investment related; Sandy, Utah; Providing life, health, disability, annuities, and long term care insurance services; Independent agent; 1/1/2021; 5% during business hours; Sale and servicing of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Argyle'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^®

Certified Financial Planner

Experience

Current

April 17, 2024 - Present

ENCORE RETIREMENT PLANNING, LLC

RIA

CRD#: 329427

South Jordan, UT

Past

December 19, 2023 - December 31, 2023

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

SUITE 303, UT

Past

October 1, 2019 - December 31, 2023

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

SALT LAKE CITY, UT

Past

July 24, 2018 - December 31, 2023

DFPG INVESTMENTS, LLC

CRD#: 155576

SALT LAKE CITY, UT

Past

June 6, 2013 - July 27, 2018

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

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

Utah
(4/17/2024)

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

IAR

Series 65

Date: 9/25/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2013

General Securities Representative Examination

Current Firm

ENCORE RETIREMENT PLANNING, LLC

ENCORE RETIREMENT PLANNING | ENCORE RETIREMENT PLANNING, LLC

CRD#: 329427 / SEC#:

Utah

Registered Investment Advisory firm - (4/17/2024 Approved)

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Contact information

Main Address

5233 W Dock St, South Jordan, UT 84009

Mailing Address

Phone number

(435) 590-9433

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 6,832,224

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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Firm Stability Insights

Matthew R. Argyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Argyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCORE RETIREMENT PLANNING, LLC

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2019

Series 63

Date: 7/2/2013

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2013

Current Firm

ENCORE RETIREMENT PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENCORE RETIREMENT PLANNING, LLC

TRUST BUT VERIFY

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