Matthew Copley, financial advisor San Diego CA
49 score

Matthew Copley

CRD Number: 6247665
Current Firm: Copley Financial Group, Inc.

Matthew Copley (CRD# 6247665) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Copley Financial Group, Inc. San Diego, CA Jun 2016 - Current < 1
Copley Financial Group Dba Copley Insurance Services San Diego, CA Feb 2014 - Current 2
Copley Enterprises Dba M&m Quality Vehicles San Diego, CA Feb 2013 - Current 3
High Tech Lending San Diego, CA Jul 2012 - Current 4
Heritage Tax & Insurance Services San Diego, CA Jun 2001 - Current 15
Gradient Advisors, LLC Arden Hills, MN Nov 2013 - Jun 2016 2
First National Bank Of Layton San Diego, CA Sep 2011 - Jul 2012 < 1
Senior American Funding San Diego, CA Jun 2001 - Sep 2011 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Matthew D. Copley
Phone Number: 619-294-6008
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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