MO
MO

Matthew James Oberst

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersCharitable GivingFinancial Planning & CoachingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
736 clients
Average Client Portfolio
$663K average
Assets Under Management
$488.2M

Fee Structure

Minimum Investment:$7.5K
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Location

121 Countryside Court, Suite 140, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew sells and services insurance products for various carriers since 2006, dedicating minimal time to this activity. He also owns 2% of All Season Greens, LLC, a company that produces hydroponic systems.

Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
MML Investors Services, INC.
June 2006 - November 2009 · 3 yrs 5 mos
AXA Advisors, LLC
June 2005 - June 2006 · 1 yr
Mony Securities Corporation
March 2005 - June 2005 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.