Matthew GilbrideCRD Number: 4434943
Current Firm: Voya Financial Advisors, Inc.
Matthew Gilbride (CRD# 4434943) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 12 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Voya Financial Advisors, Inc.||San Jose, CA||May 2015 - Current||2|
|American General Financial Group||Houston, TX||Sep 2000 - Current||17|
|Valic Financial Advisors, Inc.||Houston, TX||Sep 2000 - Mar 2015||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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