Matthew Copley (CRD# 6247665) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Apr 2019 - Current | 5 |
| Copley Financial Group, Inc. | San Diego, CA | Jun 2016 - Current | 7 |
| Copley Enterprises Dba M&m Quality Vehicles | San Diego, CA | Feb 2013 - Current | 11 |
| High Tech Lending | San Diego, CA | Jul 2012 - Current | 11 |
| Heritage Tax & Insurance Services | San Diego, CA | Jun 2001 - Current | 22 |
| Copley Financial Group Dba Copley Insurance Services | San Diego, CA | Feb 2014 - Dec 2018 | 4 |
| Gradient Advisors, LLC | Arden Hills, MN | Nov 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Jan 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NY
- TX
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Total Assets Under Management262MILLIONS
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Total Number of Accounts4,565ACCOUNTS
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Average Account Value$57,364
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, TX
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