Matthew Palumbo (CRD# 5069134) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Edmond, OK and has over 17 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidance Northwest Insurance, LLC | Edmond, OK | Oct 2017 - Current | 6 |
| Esoteric Wealth Partners LLC | Edmond, OK | Jul 2015 - Current | 8 |
| Lpl Financial LLC | Everett, WA | Jun 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management13MILLIONS
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Total Number of Accounts89ACCOUNTS
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Average Account Value$146,076
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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WA
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