Matthew Golab, financial advisor Elk Grove CA
93 score

Matthew Golab

CRD Number: 5338745
Current Firm: Global Financial Private Capital, LLC

Matthew Golab (CRD# 5338745) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Elk Grove, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital Sarasota, FL Jul 2011 - Current 5
Jonathan Roberts Advisory Group, Inc. Tampa, FL Dec 2009 - Current 7
Cornerstone Wealth & Tax Advisory Group Roseville, CA Nov 2008 - Current 8
J.w. Cole Financial, Inc. Tampa, FL Dec 2009 - Oct 2010 < 1
The Investment Advisor Alliance LLC Ramsey, NJ Apr 2009 - Dec 2009 < 1
Wachovia Securities, LLC Sacramento, CA May 2007 - Nov 2008 1
Wachovia Bank, N.a. Sacramento, CA May 2007 - Nov 2008 1
Wells Fargo Bank Na Sacramento, CA Jul 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Matthew A. Golab
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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