David Matthews - Financial Advisor, Ameriprise Financial Services, LLC 1 IKEA-RBFCU Parkway, Live Oak, TX 78233
About the Business
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David Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. David Matthews holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of financial planning including asset management, retirement planning, estate planning, investment management, and more. David Matthews is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring their financial goals and needs are met with the highest level of professionalism and integrity.
Location & Phone number
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Sapphire Credit Consultants12702 Toepperwein Rd STE 212A, Live Oak, TX 78233, United States
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Edward Jones - Financial Advisor: Don Crane, AAMS™11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, United States
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Katya L Thompson-Cantu - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Eric Sheppard - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Deric Eldridge - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Travis Hughes - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Jeff Woodcock - Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Terence F Powell Jr - Program Manager, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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RBFCU Wealth Mgmt, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Edward Jones - Financial Advisor: Diane S Marcus11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, United States
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Karen J Reinertson - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Danielle D Thompkins - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Edward Jones - Financial Advisor: Adam J Rhoades, AAMS™11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, United States
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Amtec LeasingToepperwein Office Park, Bldng. 9, Ste. 905, 11901 Toepperwein Rd, Live Oak, TX 78233, United States
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Caleb K Johnson - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Douglas J Bock - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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RBFCU Investments Group - Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Roger Torres - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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Bethany Davis - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States
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