Matthew Auchard, financial advisor San Diego CA
93 score

Matthew Auchard

CRD Number: 4620480
Current Firm: Independent Financial Partners

Matthew Auchard (CRD# 4620480) is an Investment Advisor Representative working at Independent Financial Partners in San Diego, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Rohling Wealth Management San Diego, CA Oct 2015 - Current 1
Independent Financial Partners San Diego, CA Jan 2012 - Current 4
Lpl Financial, LLC San Diego, CA Jun 2008 - Current 8
First Investors Corp San Diego, CA Dec 2002 - Jul 2008 5
Fat Mammal San Diego, CA Jun 2002 - Jul 2008 6
Mortgage Associates Fresno, CA Jan 2002 - Jul 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Matthew B. Auchard
Phone Number: 813-341-0960
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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