Matthew
Sims
49 Financial
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About this Advisor
Matthew Sims is a financial advisor based in Dallas, Texas, working with 49 Financial. Matthew has previously held positions at Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, LLC, 49 Wealth Management LLC, and Oakwood Capital Securities, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of 49 Financial, which operates out of Dallas, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
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
Matthew Sims Work History
Oakwood Capital Securities, Inc
49 Wealth Management LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network, LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Matthew Sims 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 49 Financial
Austin, TX
El Segundo, CA
Jacksonville Beach, FL
Austin, TX
Austin, TX
Austin, TX
Atlanta, GA
Prosper, TX
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