Gil Matro (CRD# 2657981) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 28 years of experience in the finance industry.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | San Diego, CA | Jan 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | San Diego, CA | Jul 2006 - Current | 17 |
| Navy Federal Financial Group | San Diego, CA | Jan 2006 - Current | 18 |
| Navy Federal Asset Management, LLC | San Diego, CA | Sep 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- AZ
- CA
- FL
- NV
- NC
- OH
- OR
- TX
- WA
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
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Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, WY
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