Matthew Barbera (CRD# 2249400) is an Investment Advisor Representative working at Onedigital Investment Advisors in Downers Grove, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resources Investment Advisors | Overland Park, KS | Jul 2020 - Current | 3 |
| Royal Alliance Associates | Downers Grove, IL | Mar 2017 - Current | 7 |
| Lpl Financial, LLC | Lisle, IL | Apr 2016 - Mar 2017 | < 1 |
| Nfp Securities, Inc. | Itasca, IL | Feb 2013 - Feb 2016 | 3 |
| Gardner & White Corporation | Indianapolis, IN | Sep 2008 - Feb 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IL
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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