Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Muncie, IN 47303
Primerica Advisors
Institution
Joshua Matthews is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2010 and 2008, respectively. Besides his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses primarily model-delivery strategies and discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Muncie, IN
1208 W White River Blvd, Ste 106
Muncie IN 47303
Advisors at this office
1
Indiana · Texas
16 years of industry experience
PFS Investments, Inc.
2010 - Present • 16 years
Muncie, IN
Primerica Financial services
2008 - Present • 18 years
Muncie, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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 66
Parker City, IN
True North Wealth
Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.
Series 63
Yorktown, IN
Grimaldi Investment Services, LLC
John Grimaldi Jr. is a financial advisor with Grimaldi Investment Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Sycamore Financial Group since 1989. Grimaldi Investment Services, LLC provides discretionary investment management for individual investors, IRAs, trusts, estates, nonprofit corporations, corporate accounts, and pension and profit-sharing plans. The firm employs an eclectic investment approach with an emphasis on value and contrarian styles, using proprietary fundamental models alongside technical analysis to construct individualized portfolios.
Series 65
Yorktown, IN
Poling Capital Management, LLC
Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.
Series 63, Series 65
Muncie, IN
Cardinal Capital Management, LLC
Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.
Series 63
Muncie, IN
Cardinal Capital Management, LLC
Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.
Series 63, Series 65
Anderson, IN
Founders Financial Securities LLC
Bruce Cain is a financial advisor with Founders Financial Securities LLC in Anderson, Indiana, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including 10 years with Richard Overdorf & Associates, Inc. Outside of his advisory work, he serves as president of Well-Mac Farming Inc., where he manages farming operations. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and emphasizes personalized investment approaches, including discretionary management and specialized services such as 1031 exchange consulting and private wealth solutions.
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