Matthew Edward Margaglio

Current Employers

Employment History

• 05/2005 → Present
  Kolder, Champagne, Slaven And Co, Llc
  Abbeville, LA
• 09/2008 → 10/2019
  1St Global Capital Corp.
  Abbeville, LA
• 09/2008 → 10/2019
  1St Global Advisors, Inc.
  Abbeville, LA
• 06/2009 → 09/2025
  Avantax Insurance Services
  Abbeville, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Abbeville, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Abbeville, LA
• 01/2022 → Present
  Kcs Wealth Advisors, Llc, Dba Kore Financial Group
  Lafayette, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Abbeville, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Abbeville, LA
• 2008-09-11 → 2019-10-25
  1St Global Advisors Inc
  Abbeville, LA

Other Businesses

1) KCSC FINANCIAL SERVICES, LLC POSITION: ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2008 ADDRESS: Abbeville LA , United States DESCRIPTION: Provide financial services to clients. 2) MATTHEW E. MARGAGLIO, CPA, A PROFESSIONAL CORPORATION POSITION: President NATURE: Holding Company for Ownership in CPA Fimr, Kolder, Slaven and Company, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/28/2022 ADDRESS: 200 South Main Street, Abbeville LA 70510, United States DESCRIPTION: President of the holding company. No direct activities. All are performed through the firm Kolder, Slaven, & Co 3) KCSC PROPERTIES, LLC POSITION: Owner NATURE: Rental property holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2022 ADDRESS: 183 S. Beadle Rd, Lafayette LA 70508, United States DESCRIPTION: owner 4) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: Insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 200 South Main Street, Abbeville LA 70510, United States DESCRIPTION: Insurance sales and service 5) KCS WEALTH ADVISORS, LLC, DBA KORE FINANCIAL GROUP POSITION: Owner NATURE: Ownership of KCS Wealth Advisors, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/28/2022 ADDRESS: 183 Beadle Rd, Building 2, Lafayette LA 70508, United States DESCRIPTION: Owner

Exams

• S66 Uniform Combined State Law Examination
  2008-11-22

Other Names

• Matthew Edward Margaglid