Matthew Mai (CRD# 5721707) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Price Financial Group Wealth Management, Inc. | Beaverton, OR | Sep 2022 - Current | 1 |
| Price Financial Group | Portland, OR | Feb 2021 - Current | 3 |
| Cwm, LLC | Omaha, NE | Feb 2021 - Sep 2022 | 1 |
| Price Financial Group Wealth Management | Portland, OR | Aug 2020 - Dec 2021 | 1 |
| Fsc Securities Corp | Atlanta, GA | May 2018 - Aug 2020 | 2 |
| Lpl Financial, LLC | Portland, OR | Jan 2016 - May 2018 | 2 |
| Edward Jones | St Louis, MO | Oct 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- OR
- TX
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts1,316ACCOUNTS
-
Average Account Value$106,802
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.