Matthew VeraCRD Number: 4468941
Current Firm: Rpg Investment Advisory, LLC
Matthew Vera (CRD# 4468941) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
|RPG Investment Advisory, LLC||Pleasanton, CA||Jul 2014 - Current||2|
|Geneos Wealth Management Inc.||San Ramon, CA||Nov 2013 - Dec 2014||1|
|Valentine Capital Asset Management, Inc.||San Ramon, CA||Dec 2000 - Dec 2014||14|
|Purshe Kaplan Sterling||Albany, NY||Feb 2010 - Nov 2011||1|
|Securities America, Inc.||San Ramon, CA||Jun 2008 - Feb 2010||1|
|Geneos Wealth Management, Inc.||San Ramon, CA||Apr 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management351MILLIONS
Total Number of Accounts544ACCOUNTS
Average Account Value$645,221
- 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
CA, LA, MS, NE, TX, UT