Sara Matlock is a registered investment advisor at Swbc Investment Advisory Services LLC, based in Austin, TX, with 14 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,165 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
900 South Capital of Texas, Ste 155, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sara owns SRB Consulting Solutions, a non-investment related practice offering marketing strategies, alliance development, and operational solutions. She is the sole consultant and dedicates minimal time to this business.
Employment History
Current Registrations
Swbc Investment Advisory Services LLC
Previous Registrations
Stephen Jones Capital Management, INC.
Jones Villalta Asset Management, LLC
State Registrations1 state
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