Matthew Jones Fannin
Investment Adviser Representative at International Assets Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Jones Fannin is an investment adviser representative in Mckinney, TX, currently registered with International Assets Advisory, LLC, International Assets Investment Management, LLC, and Global Assets Advisory, LLC. They have worked in the securities industry since 1999 and have been registered with 7 firms, including LPL Financial LLC and Advisor Resource Council. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
3 states and territories
California, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCJul 2012 – Feb 2026Santa Rosa, CA
- Alpha Wealth Management AND Planning LLCJul 2012 – May 2025Novato, CA
- Advisor Resource Council LLCMay 2025 – Feb 2026Santa Rosa, CA
- Global Assets Advisory, LLCFeb 2026 – no end date reportedSanta Rosa, CA
- International Assets Investment Management, LLCFeb 2026 – no end date reportedSanta Rosa, CA
- International Assets Advisory, LLCFeb 2026 – no end date reportedSanta Rosa, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About International Assets Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Mckinney, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Jones Fannin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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