Matthew BungoCRD Number: 5579570
Current Firm: Charles Schwab & Company, Inc.
Matthew Bungo (CRD# 5579570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|The Metropolitan Opera||New York, NY||Jul 2015 - Current||1|
|Bungo Bar||New York, NY||Aug 2013 - Current||3|
|Charles Schwab Bank||Portland, OR||Jul 2013 - Current||3|
|Charles Schwab & Co, Inc.||Portland, OR||Nov 2009 - Current||7|
|Axa Advisors LLC||New York, NY||Jul 2008 - Nov 2009||1|
|Nts, LLC||Houston, TX||Jun 2007 - Jun 2008||1|
|Texas State University||San Marcos, TX||May 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, VI, VT, WA, WI, WV