Matthew Kredit (CRD# 7528136) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has 1 year of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 2413471
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services | Livonia, MI | Feb 2024 - Current | < 1 |
| Concorde Asset Management | Livonia, MI | Feb 2024 - Current | < 1 |
| Lpl Financial LLC | Kingsburg, CA | Mar 2023 - Current | 1 |
| Principal Life Insurance Company | Fresno, CA | Mar 2022 - Mar 2023 | 1 |
| Principal Securities Inc. | Fresno, CA | Mar 2022 - Mar 2023 | 1 |
| City Of Hanford | Hanford, CA | Feb 2020 - Mar 2022 | 2 |
| Tulare County Hhsa | Visalia, CA | Aug 2014 - Feb 2020 | 5 |
| Tulare County Rma | Visalia, CA | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
-
Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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