Matthew C Person
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
30 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Matthew C Person? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
30 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2021 to now
- Cambridge Investment Research, Inc.Aug 2021 to now
- Matthew LegacyFeb 2019 to now
- Person Huff Cpa GroupJan 2008 to now
- Person Investments LLCJan 2006 to now
- Person Holdings LLCAug 2004 to now
- Matthew Person Cpa A Professional CorporationAug 1996 to now
- Person Cpa Group, IncAug 1996 to now
- Avanatx Investment Services, Inc.Jun 2013 to Aug 2021
- Cajun Popcorn IncSep 2006 to Jun 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3046723
- Firm CRD
- 134139