Brian D. Matlock
Trading & Operations at Steward Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Dallas-Fort Worth Metroplex, US
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Experience
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Steward Wealth Management
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Singapore
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Financial Services
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Trading & Operations
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May 2019 - Present
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TD Ameritrade Institutional
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United States
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Financial Services
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200 - 300 Employee
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Relationship Manager
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Aug 2013 - May 2019
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LPL Financial
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Financial Services
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Investment Advisor Representative
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Oct 2011 - Apr 2013
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H.D. Vest Financial Services
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United States
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Financial Services
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100 - 200 Employee
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Operations Specialist
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Nov 2010 - Apr 2011
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Accounting
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May 2010 - Aug 2010
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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4 Institutional Sales titles
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May 2005 - Dec 2009
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5 Retail Relationship Management titles in Financial Services
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Aug 1991 - Apr 2005
Series 7 & 66.
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Education
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1986 - 1991
Texas A&M University - Mays Business School
BBA, Finance -
1983 - 1986
LHHS
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Dallas Theological Seminary
Community
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