Matthew David Calhoun
Investment adviser representative at Signature Equity Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$688.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Signature Equity Partners, LLCOct 2024 to now
- OsaicOct 2024 to now
- Cambridge Investment Research Advisors, Inc.May 2021 to Oct 2024
- Cambridge Investment Research, Inc.May 2021 to Oct 2024
- First Financial Equity CorporationFeb 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
Signature Equity Partners, LLC
$688.1MAssets managed
1,716Clients
34Advisers
3 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
- 4425914
- Firm CRD
- 327455