Matthew Del Junco (CRD# 6335590) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Financial Services, LLC | Topeka, KS | Aug 2020 - Current | 3 |
Liberty Wealth Management, LLC | Oakland, CA | May 2018 - Current | 5 |
Lifetime Planning And Marketing, Inc. | Oakland, CA | May 2014 - Current | 9 |
Lifetime Planning & Marketing, Inc. | Oakland, CA | May 2014 - Current | 9 |
Liberty Group LLC | Oakland, CA | May 2014 - Aug 2020 | 6 |
Entrust Medical Group | Orange, CA | Feb 2008 - Jun 2014 | 6 |
Uc Berkeley | Berkeley, CA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- CA
- TX
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts3,414ACCOUNTS
-
Average Account Value$358,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, IL, MI, NC, NH, NV, NY, OR, TN, TX, VA, WA
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