Matthew P. Gagnon
Professional summary
Matthew Paul Gagnon, who also goes by Matthew Paul Gagnon, Matt Gagnon, Matthew Gagnon, is a registered financial advisor currently at FINANCIAL EMPOWERMENT located in Plano, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Gagnon's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 28, 2023 - Present
FINANCIAL EMPOWERMENT
March 18, 2021 - April 27, 2023
AVANTAX PLANNING PARTNERS, INC.
October 25, 2019 - April 27, 2023
AVANTAX ADVISORY SERVICES
October 25, 2019 - April 27, 2023
AVANTAX INVESTMENT SERVICES, INC.
September 25, 2018 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
August 10, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
January 27, 2016 - August 6, 2018
UNITED CAPITAL FINANCIAL ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/28/2023)
Exams
Current Firm
FINANCIAL EMPOWERMENT
CRD#: 328342 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 315,474 |
Red Flags
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