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Matthew K
CFP®, ChFC®, Series 63
Miramar Beach, FL
Private Advisor Group, LLC
Matthew Karis is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having worked previously at INVEST Financial Corporation. Outside of his advisory work, he is a member of Karis Wealth Management Group, an entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.
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