Matthew Roy Wilson
Investment adviser representative at Ausdal Financial Partners, Inc.
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$3.7BFirm assets
Are you Matthew Roy Wilson? 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
Experience
17 years in the industry.
- Ausdal Financial Partners, Inc.Jun 2019 to now
- Capital Financial ServicesFeb 2009 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 4 states (CO, HI, NC, TX).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 4576995
- Firm CRD
- 7995