Best Investors
Account
Sign in
Best Investors
Account
Sign in
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| VA | RA | APPROVED | 2018-11-27 |
Branch Locations
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selective Wealth Management | Forest | VA | 11/2018 | Present |
| Strategic Funding, Lp | Lynchburg | VA | 04/2007 | 12/2018 |
| Coley, Eubank & Company, P.C. | Lynchburg | VA | 12/2003 | 08/2017 |
| Strategic Funding, Lp | Lynchburg | VA | 01/2019 | Present |
Matthew Turner is the CFO of Strategic Funding (1469 Father Judge Rd, Monroe VA, 24574), a nonbank lender specializing in business use real estate. This role takes approximately 60 hours per month. Matthew has been the CFO since January 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-31 |
Reach out to this advisor