Matthew Linker (CRD# 6918720) is an Investment Advisor Representative working at Arta Finance in Seattle, WA and has over 4 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arta Finance Securities LLC | Mountain View, CA | Jul 2023 - Current | < 1 |
| Arta Finance Inc. | Mountain View, CA | Aug 2022 - Current | 1 |
| Morgan Stanley & Co | New York, NY | Jul 2019 - Aug 2022 | 3 |
| Stanford University | Stanford, CA | Sep 2015 - Jun 2019 | 3 |
| Lakeside School | Seattle, WA | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- WA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts2,636ACCOUNTS
-
Average Account Value$51,178
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IL, LA, MA, NE, NH, NJ, NY, OR, TN, TX, VA, WA, WI
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