Matthew
Fountain
Capital Point Financial Group, LTD
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About this Advisor
Matthew Fountain is a financial advisor who works out of Glenview, Illinois with a total of 7 years of relevant experience. Fountain is currently employed by Capital Point Financial Group, LTD. Throughout their career, Fountain has worked at Ameriprise Financial Services, Inc, Gaines Financial Group, Inc, Capital Point Financial Group, LTD and Lpl Financial LLC. Fountain holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Capital Point Financial Group, LTD is a registered investment firm that has its headquarters in Glenview, IL. The firm has offices in two locations and a total of 13 people on staff. It handles $313 million in assets under management among its 1,604 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,604 accounts, 32% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services are provided. Fees charged by Capital Point Financial Group, LTD likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Point Financial Group, LTD Brokerage Details
$312,603,701
13
1,604
$194,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Fountain Work History
Matthew has been registered as a financial advisor for 7 years.*
Capital Point Financial Group, LTD
Lpl Financial LLC
Gaines Financial Group, Inc
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Fountain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Point Financial Group, LTD
Sarasota, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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