Matthew Corbitt (CRD# 4914727) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in San Diego, CA and has over 9 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 |
|---|---|---|---|
| Northern Trust Securities Inc. | Los Angeles, CA | Oct 2014 - Current | 9 |
| Northern Trust Bank | Los Angeles, CA | Oct 2014 - Current | 9 |
| Wells Fargo Institutional Securities, LLC | Los Angeles, CA | Oct 2008 - Oct 2014 | 6 |
| Wells Fargo Securities, LLC | Los Angeles, CA | Nov 2009 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- CA
-
Total Assets Under Management1,026MILLIONS
-
Total Number of Accounts2,110ACCOUNTS
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Average Account Value$486,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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