Matthew Perkins, financial advisor Sacramento CA
96 score

Matthew Perkins

CRD 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 7 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.

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Professional Designations
Company Name Location Dates Years
Hanson Mcclain Advisors Sacramento, CA Mar 2016 - Current 2
Hanson Mcclain Securities Sacramento, CA Mar 2016 - Current 2
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 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
Contact Info for Matthew H. Perkins
Phone Number: 916-608-1525
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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