Swbc Investment Company
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About this Advisor
David Matthews is a certified financial planner operating in Austin, Texas, who has been in the advisory business for 11 years. Matthews is currently employed by Swbc Investment Company. Throughout their career, they have worked at Frost National Bank, Frost Brokerage Services, Cuna Mutual Group, Cuna Brokerage Services, Inc, Swbc Investment Company, Randolph Brooks Fcu and Swbc Investment Services. Matthews holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Swbc Investment Company is an advisory company headquartered in Austin, Texas. The company has offices in 16 locations and a total of 57 people on staff. It handles $145 million in assets under management across its 325 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 325 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Swbc Investment Company offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. However, fees billed by Swbc Investment Company can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Swbc Investment Company Brokerage Details
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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
David Matthews Work History
David has 11 years of experience.
Swbc Investment Company
Swbc Investment Services
Randolph Brooks Fcu
Cuna Mutual Group
Cuna Brokerage Services, Inc
Frost National Bank
Frost Brokerage Services
David Matthews has no disclosures.
Please visit their SEC profile for more details.