Matthew L. Gentry

EVIDENCE WEALTH

Bryan, TX 77802

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CRD#: 5553364

Professional summary

Matthew L. Gentry, CFP®, who also goes by Matthew Lewis Gentry, is a registered financial advisor currently at EVIDENCE WEALTH, LLC located in Bryan, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lewis Gentry

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. 08/27/2015 - THE NATIONAL BENEFIT CORP/ NON-VARIABLE INSURANCE/ 10%/ BRYAN, TX 2. 9/8/2015 - VisionPoint Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 8/1/2015 - Time Spent 100%. 3. 06/13/2016 * VisionPoint Advisory Group * DBA for LPL Business (entity for LPL business) * inv rel * 3833 S. Texas Avenue, Ste 111 Bryan, TX 77802 * No No, not an insurance agency Yes it is an RIA * start 06/20/2016 * 80 hrs/mo; 40 hrs during secs trdg hrs. 4. 5/15/2017 - Emmanuel Baptist Church - Not Investment Related - 7320 Steep Hollow Road Bryan, Texas 77808 - Outside/W-2 Employment - Interim Pastor of Administration - Started 05/01/2017 - 80 Hours Per Month/0 Hours During Securities Trading. 5. 7/20/2017 - VisionPoint - investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2016 - 40 Hours Per Month During Securities Trading. 6. 9/21/2017 - Financial Independence Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/31/2017 - 5 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew L. Gentry'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

Start date: 2013

Experience

Current

August 24, 2021 - Present

EVIDENCE WEALTH, LLC

Office #1: 3851 Corporate Center Drive Suite 111, Bryan, TX 77802

RIA

CRD#: 314767

Bryan, TX

Past

August 27, 2015 - August 26, 2021

BALEFIRE, LLC

RIA

CRD#: 168733

BRYAN, TX

Past

August 27, 2015 - September 11, 2021

LPL FINANCIAL LLC

CRD#: 6413

COLLEGE STATION, TX

Past

March 11, 2011 - August 28, 2015

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BRYAN, TX

Past

February 17, 2011 - August 28, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

BRYAN, TX

Past

February 27, 2010 - February 17, 2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

COLLEGE STATION, TX

Past

October 29, 2008 - December 23, 2009

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

COLLEGE STATION, TX

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
(8/24/2021)

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: 3/8/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/2009

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: 6/5/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/27/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVIDENCE WEALTH, LLC

CRD#: 314767 / SEC#:

Texas

Registered Investment Advisory firm - (7/29/2021 Approved)

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Contact information

Main Address

3851 Corporate Center Drive Suite 111, Bryan, TX 77802

Mailing Address

1500 Earl Rudder Freeway, South, College Station, TX 77840

Phone number

(979) 690-9406

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 41,919,826

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 L. Gentry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew L. Gentry's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALEFIRE, LLC

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

GUARANTY BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2011

Series 63

Date: 1/23/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2012

Series 6

Date: 10/27/2008

Current Firm

EVIDENCE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVIDENCE WEALTH, LLC

TRUST BUT VERIFY

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