Matthew Reese (CRD# 5561936) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Carlsbad, CA and has 1 year of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Square Holdings, LLC | Carlsbad, CA | Oct 2023 - Current | < 1 |
| Matt Reese, Cpa | Carlsbad, CA | Mar 2023 - Current | 1 |
| Bdo Usa | San Diego, CA | May 2022 - Mar 2023 | < 1 |
| Moss Adams | San Diego, CA | Oct 2021 - Apr 2022 | < 1 |
| Unemployed | Houston, CA | Jan 2020 - Oct 2021 | 1 |
| Advanced Piping Products Inc. | Houston, TX | Jan 2012 - Jan 2020 | 8 |
- CA
-
Total Assets Under Management1,147MILLIONS
-
Total Number of Accounts3,402ACCOUNTS
-
Average Account Value$337,050
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.