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Matthew Wesley Thomas

Advisor at Principal Financial Services — Tifton, GA

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Tifton, GA

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,464

Across 577 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

About

Matthew Thomas is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Principal, he worked at PFS Investments Inc. and Primerica Life Insurance Company. Outside of his advisory role, Thomas has involvement in sales of loan products and home security referrals through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

See office

Tifton, GA

Tifton GA

Advisors at this office

2

Most active in

Georgia · Texas

Work history

2 years of industry experience

Principal Securities Inc.

2026 - Present • 1 year

Tifton, GA

Principal Life Insurance Company

2026 - Present • 1 year

Tifton, GA

PFS Investments Inc.

2024 - 2026 • 2 years

Albany, GA

Primerica Life Insurance Company

2021 - 2026 • 5 years

Albany, GA

Hog-N-Bones

2017 - 2026 • 9 years

Tifton, GA

TFA Church

2017 - 2022 • 5 years

Tifton, GA

McDonalds

2017 - 2017 • 1 year

Tifton, GA

McDonalds

2014 - 2017 • 3 years

Hamilton, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper is the principal of Harper Financial Group in Tifton, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passively managed index funds and ETFs alongside selectively chosen actively managed funds, and manages approximately $4.8 million in discretionary assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Camden C

Series 66

Tifton, GA

&PARTNERS

Camden Collins is a financial advisor at &PARTNERS with a Series 66 credential and three years of industry experience. He previously worked at LPL Financial LLC and Integrated Financial Group of South Georgia. Camden also maintains a role as an agent with The Agents Marketing Group, focusing on fixed annuities and life insurance products. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar

Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Steven F

Series 63, Series 65

Tifton, GA

&PARTNERS

Steven Flowers Jr. is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Principal Life Insurance. He is involved with the Tift Area YMCA, a local non-profit organization. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar

Owen P

Series 66

Ocilla, GA

Principal Financial Services

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Brandon S

Series 63, Series 66

Tifton, GA

Eagle Strategies (NY Life)

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, Georgia. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at Selph Financial Group, Selph And Associates LLC, and New York Life Insurance Company. He operates Selph Financial Group, brokering non-registered insurance products in addition to his advisory work. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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