Gregory
Matthews
Triumph Wealth Advisors, Inc
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About this Advisor
Gregory Matthews is a certified financial planner who works in Carrollton, Texas who has 3 years of industry experience. Matthews is an advisor for Triumph Wealth Advisors, Inc. Their career trajectory has included roles at Madison Avenue Securities, Inc, Gregory Matthews, Sole Proprietor, Tcm Securities, Inc (Taylor Capital Management, Inc), Triumph Wealth Advisors, Inc and World Equity Group, Inc. Matthews holds a Series 63 license, designating them as a securities broker, and can serve investors in Texas. Triumph Wealth Advisors, Inc is a company operating out of Woodstock, GA. The company has offices in three locations and a total of 21 advisors. It oversees $23 million in total assets across its 190 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on the financial services. Fee types charged by Triumph Wealth Advisors, Inc likely consist of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gregory Matthews Work History
Gregory has been registered as a financial advisor for 3 years.*
World Equity Group, Inc
Triumph Wealth Advisors, Inc
Gregory Matthews, Sole Proprietor
Tcm Securities, Inc (Taylor Capital Management, Inc)
Madison Avenue Securities, 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 Gregory Matthews 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 Triumph Wealth Advisors, Inc
Raleigh, NC
Woodstock, GA
Woodstock, GA
Boca Raton, FL
Frisco, TX
Woodstock, GA
Tucson, AZ
Birmingham, AL
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.
