Gregory Matthews
Gregory Matthews is a CFP-designated registered investment advisor at Triumph Wealth Advisors, INC., based in Carrolton, TX, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 252 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triumph Wealth Advisors' investment advisor representatives set their own fees within a range, up to a maximum of 2.5% annually. This fee includes a portion for TWA and a portion for the representative, both of which are negotiable. Fees are paid monthly or quarterly, based on the value of the managed assets. Clients may also incur additional charges from the broker/dealer.
Location
2625 N. Josey Lane, Suite 101, Carrolton, TX, 75007
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Regulatory History
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 ActivitiesSells Insurance
Gregory is an Investment Advisor Representative at Triumph Wealth Advisors and President of Matthews Financial Services, LLC. He also sells insurance and annuity products, including fixed index annuities, life insurance, long-term care, and disability insurance, dedicating a few hours per week to this activity. Gregory also serves as a board member for the North Texas Letter winners Association and refers clients to Estate Docs Pro.
Employment History
Current Registrations
Triumph Wealth Advisors, INC.
World Equity Group, INC.Broker
Previous Registrations
Triumph Wealth Advisors, INC.
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Greenbook Investment Management, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
NFP Securities, INC.Broker
Matthews Financial Services
NFP Securities, INC.
Fsc Securities CorporationBroker
State Registrations6 states
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.