Matthew VoellCRD Number: 6028534
Current Firm: Personal Capital Advisors Corporation
Matthew Voell (CRD# 6028534) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Personal Capital Advisors Corporation||Denver, CO||Jul 2016 - Current||1|
|Personal Capital Advisors Corporation||Denver, CO||Apr 2015 - Jul 2016||1|
|Securian Financial Services Inc.||St Paul, MN||Mar 2014 - Apr 2015||1|
|Minnesota Life Insurance Co||St Paul, MN||Mar 2014 - Apr 2015||1|
|Gcg Financial||Greenwood Village, CO||Mar 2014 - Apr 2015||1|
|Unemployed||Greenwood Village, CO||Dec 2013 - Feb 2014||< 1|
|Crispin Porter + Bogusky||Boulder, CO||Oct 2013 - Dec 2013||< 1|
|Unemployed||Greenwood Village, CO||May 2013 - Oct 2013||< 1|
|University Of Southern California||Los Angeles, CA||Nov 2012 - May 2013||< 1|
|Northwestern Mutual||Los Angeles, CA||Jun 2012 - Nov 2012||< 1|
|University Of Southern California||Los Angeles, CA||Aug 2011 - Jun 2012||< 1|
|Alpine Associates, LP||Alpine, NJ||Jun 2011 - Aug 2011||< 1|
|University Of Southern California||Los Angeles, CA||Aug 2010 - Jun 2011||< 1|
|North Carolina State University||Raleigh, NC||Aug 2009 - Aug 2010||1|
|Cherry Creek High School||Greenwood Village, CO||Aug 2006 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management6,489MILLIONS
Total Number of Accounts37,793ACCOUNTS
Average Account Value$171,699
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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