Matthew
Person
Cambridge Investment Research Advisors, Inc
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About this Advisor
Matthew Person is a financial advisor based in Metairie, Louisiana, working with Cambridge Investment Research Advisors, Inc. Matthew has previously held positions at Matthew Person Cpa A Professional Corporation, Person Huff Cpa Group, Avanatx Investment Services, Inc, Person Investments LLC, Cajun Popcorn Inc, Person Holdings LLC, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Person Cpa Group, Inc, and Matthew Legacy. Matthew is registered to provide services in Louisiana. Currently, Matthew is part of Cambridge Investment Research Advisors, Inc, which operates out of Metairie, Louisiana. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Matthew Person Work History
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Matthew Legacy
Person Huff Cpa Group
Person Investments LLC
Person Holdings LLC
Matthew Person Cpa A Professional Corporation
Person Cpa Group, Inc
Avanatx Investment Services, Inc
Cajun Popcorn Inc
Disclosures
Please visit the SEC profile of Matthew Person 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 Cambridge Investment Research Advisors, Inc
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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