Joseph
Matza

Commonwealth Financial Network

CRD#2871649
Investment Advisor
in Raleigh, NC
Are you Joseph Matza? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Matza is a certified financial planner who works in Raleigh, North Carolina, with 21 years of professional experience. Matza is currently employed by Commonwealth Financial Network. Matza has gained experience at Ids Life Insurance Company, American Express Financial Advisors Inc, Symmetry Financial, Commonwealth Financial Network and Murphy Matza Wealth Management. Matza holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Commonwealth Financial Network is a financial advisory business based in Raleigh, North Carolina. The firm has offices in 1,090 locations and a total of 3,200 financial advisors. It administers $81 billion in assets under management between its 335,560 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 223 charitable organizations. Of its 335,560 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5540 Centerview Drive Suite 310
Raleigh, NC 27606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

NC Average: $16,012,751,954
Total Number of Employees

3,350

NC Average: 118
Total Number of Accounts

388,288

NC Average: 4,567
Average Account Size

$219,462

NC Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Matza Work History

Joseph has 21 years of experience.

2013 - Present (6 years)

Murphy Matza Wealth Management

2009 - Present (10 years)

Commonwealth Financial Network

2009 - 2013 (4 years)

Symmetry Financial

1997 - 2009 (12 years)

Ids Life Insurance Company

1997 - 2009 (12 years)

American Express Financial Advisors Inc

Disclosures

Joseph Matza has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started