Matthew Jones Fannin

Current Employers

Employment History

• 07/2012 → 02/2026
  Lpl Financial Llc
  Santa Rosa, CA
• 07/2012 → 05/2025
  Alpha Wealth Management And Planning Llc
  Novato, CA
• 05/2025 → 02/2026
  Advisor Resource Council Llc
  Santa Rosa, CA
• 02/2026 → Present
  Global Assets Advisory, Llc
  Santa Rosa, CA
• 02/2026 → Present
  International Assets Investment Management, Llc
  Santa Rosa, CA
• 02/2026 → Present
  International Assets Advisory, Llc
  Santa Rosa, CA

Previous Registrations

• 2026-02-05 → 2026-02-17
  Lpl Financial Llc
  Santa Rosa, CA
  Santa Rosa, CA
  Sacramento, CA
  Petaluma, CA
• 2025-05-22 → 2026-02-02
  Advisor Resource Council
  Santa Rosa, CA
  Dallas, TX
• 2012-07-30 → 2025-07-17
  Alpha Wealth Management And Planning Llc
  Novato, CA
• 1999-05-17 → 2012-08-10
  Ameriprise Financial Services, Llc
  Santa Rosa, CA

Other Businesses

1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - AFFILIATED RIA, ADVISOR SINCE 02/2026 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) GLOBAL ASSETS ADVISORY, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - AFFILIATED RIA, ADVISOR SINCE 02/2026 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 3) FANNIN PRIVATE WEALTH 120 STONY POINT ROAD, SUITE 215, SANTA ROSA, CA 95401 - DBA FOR INVESTMENT AND PLANNING SERVICES, OWNER/FINANCIAL ADVISOR SINCE 03/2026 - APPROX 160 HRS/MO - FEE-BASED AND COMMISSION REVENUE FLOW-THROUGH

Exams

• S66 Uniform Combined State Law Examination
  1999-02-26

Other Names

• Matthew Jones Fannin
• Matt Jones Fannin