Matthew Poole, financial advisor Rancho Santa Fe CA

Matthew Poole

CRD Number: 5074516
Current Firm: Dark Horse Advisors LLC

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.

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Professional Designations
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
Contact Info for Matthew D. Poole
Phone Number: (619)736-1404
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, NV

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