Crystal Renee Matlock

Employer firm

Reston Wealth Management CRD 148816

$590M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2017
  Lpl Financial
  Reston, VA
• 05/2016 → Present
  Reston Wealth Management
  Reston, VA

Previous Registrations

• 2000-11-28 → 2002-08-28
  Ameriprise Financial Services, Llc
  Vienna, VA

Other Businesses

1. 01/2017 - RESTON WEALTH MANAGEMENT, LLC - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Will use for term insurance, long-term care insurance, health and disability insurance - 5% TIME SPENT. 2. 05/2016 - OTHER - NOTARY PUBLIC - AT REPORTED BUSINESS LOCATION - NOTARY PUBLIC IN THE STATE OF VIRGINIA - TIME SPENT 1% - RESTON, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21
• S66 Uniform Combined State Law Examination
  2000-08-10

Other Names

• Crystal Renee Beeman
• Crystal Renee Matlock
• Crystal Beeman