Matthew Crandall (CRD# 6573482) is an Investment Advisor Representative working at Next Level Wealth Management, LLC in Seal Beach, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Wealth Management, LLC | Santa Ana, CA | Jun 2018 - Current | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - May 2018 | 2 |
| Morgan Stanley Smith Barney LLC | Brea, CA | Nov 2015 - May 2018 | 2 |
| Unemployed | Los Alamitos, CA | May 2015 - Nov 2015 | < 1 |
| Azusa Pacific University | Azusa, CA | Mar 2015 - May 2015 | < 1 |
| Azusa Pacific University | Azusa, CA | Aug 2014 - Mar 2015 | < 1 |
| Unemployed | Azusa, CA | Jun 2014 - Aug 2014 | < 1 |
| Glendora Learning Center | Glendora, CA | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$262,030
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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