MM
Matthew T. Marsh
EAGLE FINANCIAL ADVISORS
Frisco, TX 75035
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CRD#: 5639610
MM
Professional summary
Matthew Thomas Marsh, who also goes by Matthew Marsh, is a registered financial advisor currently at EAGLE FINANCIAL ADVISORS, LLC located in Frisco, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Marsh
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.
Dynamic Retirement Solutions, LLC. Offer fixed annuity and life insurance products in the standard course of my advisory business. It is investment-related, address is the same as my resident address, I'm the sole owner, it is a new venture, with a 25% time allocation intermittently in the course of advising clients.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Marsh'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®
NoneExperience
Current
September 18, 2025 - Present
EAGLE FINANCIAL ADVISORS, LLC
Office #1: 9300 Wade Blvd. Suite 100, Frisco, TX 75035RIA
CRD#: 167696
Frisco, TX
Past
May 29, 2025 - September 8, 2025
FAMILYWEALTH
RIA
CRD#: 289193
Argyle, TX
Past
April 22, 2009 - February 14, 2012
EDWARD JONES
RIA
CRD#: 250
VAN ALSTYNE, TX
Past
April 1, 2009 - February 14, 2012
EDWARD JONES
BD
CRD#: 250
VAN ALSTYNE, 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(9/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EF
EAGLE FINANCIAL ADVISORS, LLC
CLA USA ADVISORY GROUP, LLC | EAGLE FINANCIAL ADVISORS, LLC
CRD#: 167696 / SEC#:
Arizona
Registered Investment Advisory firm - (6/16/2015 Approved)Florida
Registered Investment Advisory firm - (5/21/2014 Approved)Georgia
Registered Investment Advisory firm - (10/16/2014 Approved)Illinois
Registered Investment Advisory firm - (4/1/2015 Approved)Indiana
Registered Investment Advisory firm - (4/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/6/2014 Approved)Michigan
Registered Investment Advisory firm - (6/11/2014 Approved)Minnesota
Registered Investment Advisory firm - (11/2/2015 Approved)Missouri
Registered Investment Advisory firm - (12/3/2014 Approved)New Jersey
Registered Investment Advisory firm - (8/31/2019 Terminated)New Mexico
Registered Investment Advisory firm - (6/5/2017 Approved)North Carolina
Registered Investment Advisory firm - (1/17/2014 Approved)Ohio
Registered Investment Advisory firm - (3/3/2014 Approved)Oklahoma
Registered Investment Advisory firm - (4/23/2014 Approved)Oregon
Registered Investment Advisory firm - (2/10/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (3/13/2014 Approved)Texas
Registered Investment Advisory firm - (9/16/2013 Approved)Wisconsin
Registered Investment Advisory firm - (2/19/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9300 Wade Blvd. Suite 100, Frisco, TX 75035
Mailing Address
Phone number
(800) 994-1317
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 86,998,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
