MB
CFP · ChFC
MB
CFP · ChFC

Matthew Bishop

31 Years of Experience
Jacksonville, FL

Matthew Bishop is a CFP, ChFC-designated registered investment advisor at Bull & Bear Capital Advisors, LLC, based in Jacksonville, FL, with 31 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Loading...

Location

3625 Valverde Circle, Jacksonville, FL, 32224-6051

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew is involved with two firms: Bishop & Company, P.L., an accounting firm, and Bishop Law Group, P.L., a law firm. He spends about half his time on these activities, which are not investment-related.

Employment History
Current Registrations
Bull & Bear Capital Advisors, LLC
June 1999 - Present · 26 yrs 10 mos
Previous Registrations
Bull & Bear Brokerage Services, INC.Broker
December 2001 - May 2021 · 19 yrs 5 mos
CPA Financial Advisers, INC.Broker
January 1999 - July 2001 · 2 yrs 6 mos
Quest Capital Strategies, INC.Broker
May 1996 - December 1998 · 2 yrs 7 mos
Investors Capital CORP.Broker
May 1995 - December 1995 · 7 mos
Nylife Securities INC.Broker
October 1993 - April 1994 · 6 mos
Guardian Investor Services CorporationBroker
December 1992 - July 1993 · 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Bishop - Financial Advisor | TrueAdvisor