Matthew Poole (CRD# 5074516) is an Investment Advisor Representative working at Dark Horse Advisors LLC in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry. Matthew Poole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dark Horse Advisors, LLC | Henderson, NV | Jan 2023 - Current | 1 |
Dfpg Investments, Inc. | South Jordan, UT | Jul 2016 - Current | 7 |
First Allied Securites | San Diego, CA | Jun 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- CA
- NV
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, NV
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