ME
CFP
ME
CFP

Matthew Scott Ervin

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

106 South Seaman, Eastland, TX, 76448

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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 works as a part-time farm laborer, a financial advisor for Smart Money Group, LLC, and an employee for Kennedy Financial Services. He is also a registered representative for Calton & Associates and an employee for Briscoe & Associates, LLC, a consulting and tax services firm.

Employment History
Current Registrations
Calton & Associates, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Smart Money Group, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Vsr Advisory Services
January 2016 - July 2016 · 6 mos
Vsr Financial Services, INC.Broker
October 2015 - July 2016 · 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.