Matthew Turner has been an investment adviser representative at Selective Wealth Management since November 2018, and is not listed among the firm’s executive officers or direct owners. Matthew Turner holds a Degree in Accounting from Liberty University.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
Matthew Turner is Partner of Selective Wealth Management. He serves as a Wealth Advisor with a focus on taxation, and works with the firm's advisors to produce optimal tax outcomes.
- – present · 7 yearsForest, VA · Adviser representative · Firm CRD 164882
Professional designations
Listed by Selective Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Turner is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2018; the most recent is Texas, in June 2021.
- TexasResidentSince 16 June 2021
- VirginiaSince 27 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2004 |
| Series 7 | General Securities Representative Examination | 29 January 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Lane Turner
- CRD
- 4734781
- Firm
- Selective Wealth Management · CRD 164882
- Office
- 1149 VISTA PARK DRIVE, UNIT D, Forest, VA 24551
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- selectivewealthmanagement.com
Where does Matthew Turner work?
Matthew Turner is an investment adviser representative registered through Selective Wealth Management, Inc. since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Turner a financial advisor?
Yes. Matthew Turner has a current investment-adviser registration in Texas and Virginia, through Selective Wealth Management since November 2018.
How many years of experience does Matthew Turner have?
Matthew Turner has 7 years in the financial industry, since November 2018, across 1 adviser firm.
What exams has Matthew Turner passed?
Matthew Turner has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2004.
Where is Matthew Turner based?
Matthew Turner’s registered office is in Forest, VA.
Is Matthew Turner registered with FINRA?
No. Matthew Turner has no current broker registration.
Is Matthew Turner a CFP?
Selective Wealth Management lists Matthew Turner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Matthew Turner biography, selectivewealthmanagement.com
How can I verify Matthew Turner’s record?
Search CRD 4734781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Turner’s full registration record.
