Matthew Cobas (CRD# 6396310) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 7 years of experience in the finance industry. Matthew Cobas 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.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Investment Advisory LLC | Boston, MA | Dec 2022 - Current | 1 |
| Kaiyo Wealth LLC | San Diego, CA | Sep 2021 - Current | 2 |
| Mariner Wealth Advisors | San Diego, CA | Dec 2017 - Oct 2021 | 3 |
| Msec, LLC | San Diego, CA | Jan 2018 - Apr 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Nov 2016 - Dec 2017 | 1 |
| Wells Fargo Advisors, LLC | San Diego, CA | Oct 2016 - Nov 2016 | < 1 |
| Honeycutt, Smith & Associates | San Diego, CA | Sep 2014 - Oct 2016 | 2 |
| Commonwealth Financial Network | Waltham, MA | Sep 2014 - Oct 2016 | 2 |
| United States Navy Reserves | San Diego, CA | Mar 2011 - Sep 2016 | 5 |
| Marlin Alliance | San Diego, CA | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CA
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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