Michael MattaCRD Number: 6365648
Current Firm: Rbc Capital Markets, LLC
Michael Matta (CRD# 6365648) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Spokane, WA and has over 2 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Rbc Capital Markets, LLC||Spokane, WA||Jun 2014 - Current||2|
|Unemployed||Spokane, WA||Mar 2013 - Jun 2014||1|
|Eastern Washington University||Cheney, WA||Jun 2006 - Mar 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VI, VT, WA, WI, WV