Matthew R. Davis

ARGENT WEALTH

Ridgeland, MS 39157

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CRD#: 5542559

Professional summary

Matthew Reid Davis, who also goes by Reid Davis, is a registered financial advisor currently at ARGENT WEALTH, LLC located in Ridgeland, Mississippi.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reid Davis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Reid Davis's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 5, 2021 - Present

ARGENT WEALTH, LLC

Office #1: 1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157

RIA

CRD#: 311685

Ridgeland, MS

Past

June 17, 2009 - August 12, 2013

FHN FINANCIAL SECURITIES CORP.

CRD#: 46346

MEMPHIS, TN

Past

June 30, 2008 - June 9, 2009

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

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".

ARGENT WEALTH, LLC

ARGENT WEALTH, LLC | PINNACLE WEALTH, LLC

CRD#: 311685 / SEC#: 801-120152

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

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

Mississippi
(3/5/2021)

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: 2/26/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 8/1/2008

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 7/22/2008

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 6/27/2008

General Securities Representative Examination

Current Firm

ARGENT WEALTH, LLC

ARGENT WEALTH, LLC | PINNACLE WEALTH, LLC

CRD#: 311685 / SEC#: 801-120152

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

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Contact information

Main Address

1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 957-0323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 439,274,235

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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Advisor Monitoring

Firm Stability Insights

Matthew R. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Reid Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

FHN FINANCIAL SECURITIES CORP.

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

ARGENT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2021

Series 63

Date: 7/11/2008

Series 87

Date: 8/1/2008

Series 86

Date: 7/22/2008

Series 7

Date: 6/27/2008

Current Firm

ARGENT WEALTH, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARGENT WEALTH, LLC

TRUST BUT VERIFY

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