Matthew
Landon

Semmax Financial Advisors, Inc

CRD#6844151
Investment Advisor
in Winston Salem, NC

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About this Advisor

Matthew Landon is a financial advisor based in Winston Salem, North Carolina who has 6 years of industry experience. Landon is on the advisory team at Semmax Financial Advisors, Inc. Throughout their career, Landon has worked at Pf Changs, Ih Caffey Dist and Semmax Financial Advisors. Landon holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in North Carolina. Semmax Financial Advisors, Inc is a business based out of Winston Salem, NC. The company has a total of 19 advisors. It administers $291 million in assets across its 1,929 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,929 client accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Semmax Financial Advisors, Inc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on the financial services provided. However, fee types charged by Semmax Financial Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1447 Trade Mart Blvd
Winston Salem, NC 27127

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Semmax Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$290,976,243

NC Average: $3,625,019,099
Total Number of Employees

19

NC Average: 22
Total Number of Accounts

1,929

NC Average: 1,917
Average Account Size

$150,843

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Landon Work History

Matthew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Semmax Financial Advisors

2014 - 2017 (3 years)

Ih Caffey Dist

2010 - 2015 (5 years)

Pf Changs

*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 Landon 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 Semmax Financial Advisors, Inc

Michael Sellers
Winston Salem, NC
John Tyner
Winston Salem, NC
Jonathan Short
Winston Salem, NC
Matthew Landon
Winston Salem, NC
Lawrence Vanlandingham
Winston Salem, NC
Marcus Snodgress
Waxahachie, TX
Jordan Shinsky
Winston Salem, NC
John Tyner
Winston Salem, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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