Matthew ShortCRD Number: 5472109
Current Firm: Independent Financial Group, LLC
Matthew Short (CRD# 5472109) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Independent Financial Group LLC||San Diego, CA||Nov 2014 - Current||1|
|Undemployed||San Diego, CA||Apr 2014 - Nov 2014||< 1|
|Lpl Financial, LLC||San Diego, CA||Dec 2007 - Apr 2014||6|
|Uvest Financial Services||Charlotte, NC||Jan 2011 - Dec 2011||< 1|
|Interior Services Inc.||Kirkland, WA||Jul 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts9,804ACCOUNTS
Average Account Value$189,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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