Matthew R Morrell is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-12-03 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2021-11-05 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-05-15 | 2018-01-08 | — |
| EDWARD D. JONES & CO., L.P. | 2012-08-20 | 2014-04-14 | — |