Matthew Daugavietis (CRD# 5098783) is an Investment Advisor Representative working at Inspire Advisors, LLC in Meridian, ID and has over 18 years of experience in the finance industry. Matthew Daugavietis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspire Advisors, LLC | Meridian, ID | Jan 2022 - Current | 2 |
| Ameriprise Financial Services, Inc. | Campbell, CA | Feb 2006 - Dec 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- CA
- TX
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Total Assets Under Management835MILLIONS
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Total Number of Accounts2,857ACCOUNTS
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Average Account Value$292,373
- A percentage of assets under your management
- 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)
- Other
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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