Matthew KingCRD Number: 4518281
Current Firm: Bell Investment Advisors Inc.
Matthew King (CRD# 4518281) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 15 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|King Welath Advisors, LLC||San Mateo, CA||Aug 2015 - Current||2|
|Bell Investment Advisors, Inc.||Oakland, CA||Dec 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management516MILLIONS
Total Number of Accounts1,147ACCOUNTS
Average Account Value$449,609
- 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
AZ, CA, LA, OR, TX, WA
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