Matthew Sinclair, financial advisor Carpinteria CA
90 score

Matthew Sinclair

CRD Number: 6087827
Current Firm: Planmember Securities Corporation

Matthew Sinclair (CRD# 6087827) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Nathan Wallace, financial advisor Carpinteria CA
Nathan R. Wallace
CRD# 5646552
Greyfox Investors LLC
Score
103
Similar Advisors
Dave Strandberg, financial advisor Carpinteria CA
Dave W. Strandberg
CRD# 6377908
Montecito Investment Strategies
Score
100
Similar Advisors
KRISTIN WYMAN HORTON, financial advisor Carpinteria CA
KRISTIN WYMAN HORTON
CRD# 1987375
Haven Capital Group
Score
103
Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Apr 2014 - Current 2
Planmember Securities Corporation Carpinteria, CA Jun 2012 - Apr 2014 1
University Of Southern California Los Angeles, CA Aug 2011 - May 2012 < 1
Fdsi Logistics Westlake, CA Jun 2011 - Aug 2011 < 1
University Of Southern California Los Angeles, CA Aug 2010 - May 2011 < 1
Robeks Juice Ventura, CA Jun 2010 - Aug 2010 < 1
Ventura College Ventura, CA Jun 2010 - Aug 2010 < 1
Ventura College Ventura, CA Aug 2008 - Jun 2010 1
Ventura College Ventura, CA Jun 2009 - Aug 2009 < 1
Ventura College Ventura, CA Jun 2008 - Aug 2008 < 1
St. Bonaventure High School Ventura, CA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Matthew N. Sinclair
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Matthew Sinclair and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.