Matthew Der (CRD# 7715542) is an Investment Advisor Representative working at Matson Money, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matson Money | Scottsdale, AZ | Feb 2021 - Current | 3 |
| Keller Williams | Long Beach, CA | Jan 2020 - Feb 2021 | 1 |
| Hanley Investment Group | Newport Beach, CA | Jan 2019 - Nov 2019 | < 1 |
| Keller Williams | Long Beach, CA | Jan 2017 - Dec 2018 | 1 |
| Chapman University | Orange, CA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- AZ
- OH
-
Total Assets Under Management19,647MILLIONS
-
Total Number of Accounts30,605ACCOUNTS
-
Average Account Value$641,967
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
- 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, WY
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