MP
MP

Matthew Dean Peck

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

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Location

7021 Kewanee Ave, 4-102, Lubbock, TX, 79424

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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 Activities

Matthew is involved in two investment-related businesses, JMB Investment Group, LLC, and MBRJ Investments, Inc., both focused on real estate investments. He spends about 10-20% of his time on these businesses, with a few hours per week occurring during securities trading hours.

Employment History
Current Registrations
Amicus Financial Advisors, LLC
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Warren Financial Services, LLC
December 2009 - April 2010 · 4 mos
Amicus Financial Advisors, L.L.P.
February 2009 - December 2009 · 10 mos
Evensky & Katz, LLC
September 2007 - January 2009 · 1 yr 4 mos
Mcdonald Capital Management
June 2002 - September 2007 · 5 yrs 3 mos
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.