Advisor at R.S. Mattei & Company, Inc.
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Firm
R.S. Mattei & Company, Inc.
Location
Shreveport, LA
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.
Shreveport, LA
Louisiana
R. S. Mattei & Associates, Inc.
1993 - Present (33 years)
R.S. Mattei & Company, Inc.
1993 - Present (33 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bossier City, LA
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Series 63, Series 65
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Montgomery Wealth Advisors
Series 63, Series 65
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Graham Financial
Series 65
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DBA/Rankin Capital Investment Management
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Series 63, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
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