Mathew MellierCRD Number: 2977040
Current Firm: Girard Securities, Inc.
Mathew Mellier (CRD# 2977040) is an Investment Advisor Representative working at Girard Securities, Inc. in Palm Desert, CA and has over 19 years of experience in the finance industry. Mathew Mellier 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.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Hardworking Capital Advisors, LLC||Palm Desert, CA||Aug 2015 - Current||2|
|Girard Securities, Inc.||Manhattan Beach, CA||Mar 2013 - Current||4|
|Hardworking Capital Advisors, LLC||Palm Desert, CA||Mar 2013 - Current||4|
|Unemployed||Chicago, IL||Aug 2012 - Mar 2013||< 1|
|Reuters Transaction Services LLC||New York, NY||Nov 2010 - Aug 2012||1|
|Tradeweb LLC||Jersey City, NJ||Nov 2008 - Nov 2010||2|
|Nyse Arca||Chicago, IL||Apr 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management646MILLIONS
Total Number of Accounts3,210ACCOUNTS
Average Account Value$201,360
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV