Matthew Kalabokes (CRD# 7211724) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has 1 year of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fpc Investment Advisory, Inc. | Petaluma, CA | May 2023 - Current | < 1 |
Mariner Wealth Advisors | Corte Madera, CA | Mar 2022 - May 2023 | 1 |
Private Wealth Partners | Mill Valley, CA | Jun 2020 - Mar 2022 | 1 |
Unemployed | Corte Madera, CA | Apr 2020 - May 2020 | < 1 |
Northwestern Mutual Investment Services | San Francisco, CA | Dec 2019 - Mar 2020 | < 1 |
Full Time Education | Corte Madera, CA | Jan 2013 - Dec 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management225MILLIONS
-
Total Number of Accounts171ACCOUNTS
-
Average Account Value$1,317,585
- 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
AZ, CA, TX
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