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Roy Matlock Jr.
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Roy Matlock Jr.
CALL US TODAY! 615-843-2999

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A Licensed Referral Partner can earn commissions on life insurance products and has the opportunity to advance by becoming securities licensed or registered as an Investment Advisor Representative.

A Community Connector participates in a non-licensed capacity by referring potential clients or new business. In this role, they receive a 10% referral fee based on the management fee — only on investment assets, and not on insurance products.
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Brentwood, TN 37027

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Investment Advisory services offered through PKS Advisory Services, LLC, an SEC Registered Investment Advisory firm. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKSA and PKS are affiliated companies. PKSA and PKS are not affiliated with Jackson National or American Funds.

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Copyright 2025 Roy Matlock Jr.
CRD#: 1241763

  • Financial Planning
    • Resources
    • Personal Financial Strategy
    • Life Special Events
    • Family Budget and Goals
    • Retirement Planning
  • Weekly Podcast
  • Join Our Team
  • About Us
    • Broker Check
    • Strategic Partners
  • Ask Roy
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