Matthew DiazCRD Number: 6303087
Current Firm: Core Wealth Advisors, Inc.
Matthew Diaz (CRD# 6303087) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 3 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Core Wealth Advisors||Lakeland, FL||Feb 2014 - Current||4|
|Calton & Associates, Inc.||Lakeland, FL||May 2014 - Feb 2015||< 1|
|Unemployed||Lakeland, FL||Oct 2013 - May 2014||< 1|
|Miami Marlins||Miami, FL||Mar 2013 - Oct 2013||< 1|
|Atlanta Braves||Atlanta, GA||Sep 2011 - Feb 2013||1|
|Pittsburgh Pirates||Pittsburgh, PA||Dec 2010 - Sep 2011||< 1|
|Atlanta Braves||Atlanta, GA||Dec 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management182MILLIONS
Total Number of Accounts409ACCOUNTS
Average Account Value$443,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, FL, GA, TN, TX