Sara Reeder Matlock
Investment adviser representative at Swbc Investment Advisory Services LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Swbc Investment Advisory Services LLCNov 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Swbc Investment Advisory Services LLC
$0Assets managed
2,111Clients
5Advisers
15 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
- 4023055
- Firm CRD
- 156155