Matthew Balderston, financial advisor San Diego CA
96 score

Matthew Balderston

CRD Number: 4555960
Current Firm: Pure Financial Advisors, Inc.

Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 10 years of experience in the finance industry. Matthew Balderston 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
Pure Financial Advisors, Inc. San Diego, CA Oct 2007 - Current 9
Wolters, Hagar & Pratt Financial Planning, Inc. San Diego, CA Oct 2003 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
Contact Info for Matthew C. Balderston
Phone Number: 619-814-4100
Firm Website: http://pfaradio.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    7,032
    ACCOUNTS
  • Average Account Value
    $192,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, LA, NV, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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