Matthew PerkinsCRD Number: 5890611
Current Firm: Hanson Mcclain Securities
Matthew Perkins (CRD# 5890611) is an Investment Advisor Representative working at Hanson Mcclain Securities in Sacramento, CA and has over 6 years of experience in the finance industry. Matthew Perkins 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.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Hanson Mcclain Advisors||Sacramento, CA||Mar 2016 - Current||1|
|Hanson Mcclain Securities||Sacramento, CA||Mar 2016 - Current||1|
|Fidelity Investments||American Fork, UT||Feb 2012 - Mar 2016||4|
|Unemployed||Provo, UT||Oct 2011 - Feb 2012||< 1|
|Oneamerica Securities||Orem, UT||May 2011 - Oct 2011||< 1|
|American United Life||Orem, UT||Apr 2011 - Oct 2011||< 1|
|Blue Line Deli||Provo, UT||Aug 2010 - May 2011||< 1|
|Unemployed||Provo, UT||Jul 2010 - Aug 2010||< 1|
|World Financial Group, Inc.||Duluth, GA||Apr 2010 - Jul 2010||< 1|
|Brigham Young University||Provo, UT||Apr 2008 - Apr 2010||2|
|Geneaologyregistry.com||Provo, UT||Sep 2009 - Dec 2009||< 1|
|Unemployed||Barcelona,||Jan 2006 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
CA, IA, IL
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