Kent MatsumotoCRD Number: 4430263
Current Firm: U.s. Bancorp Investments, Inc.
Kent Matsumoto (CRD# 4430263) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Palm Desert, CA and has over 8 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|U.s. Bancorp Investments, Inc.||Palm Desert, CA||Nov 2011 - Current||5|
|Unionbanc Investment Services||Palm Springs, CA||Jun 2008 - Nov 2011||3|
|Wells Fargo Investments||Long Beach, CA||May 2001 - Jun 2008||7|
|Wells Fargo Bank, N.a.||Long Beach, CA||Nov 2000 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- 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)
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