Matthew Swinford
Investment adviser representative at Advisory Alpha, LLC
11 yearsExperience
1 stateRegistered in
$4.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Advisory Alpha, LLCFeb 2026 to now
- Jb Growth PartnersOct 2023 to now
- 1-800 AccountantApr 2020 to Oct 2023
- Online Trading AcademyApr 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
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
- 8234020
- Firm CRD
- 158282