Matthew Deviney (CRD# 2725321) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wayne, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Allentown, PA | May 2017 - Current | 6 |
| Charles Schwab Bank | Allentown, PA | May 2017 - Current | 6 |
| E*trade Securities LLC | King Of Prussia, PA | Mar 2015 - May 2017 | 2 |
| E*trade Capital Management | King Of Prussia, PA | Mar 2015 - May 2017 | 2 |
| Santander Bank Na | Reading, PA | Sep 2014 - Mar 2015 | < 1 |
| Santander Securities LLC | Guaynabo, PR | Sep 2014 - Mar 2015 | < 1 |
| Fidelity Brokerage Services LLC | King Of Prussia, PA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- PA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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