Barbara Matheson (CRD# 2113501) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 28 years of experience in the finance industry. Barbara Matheson 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Destination Wealth Management | Walnut Creek, CA | Jan 2019 - Current | 5 |
| Td Ameritrade | Walnut Creek, CA | Jul 2016 - Jan 2019 | 2 |
| Trinet | San Francisco, CA | Apr 2015 - Jul 2016 | 1 |
| Unemployed | Walnut Creek, CA | Jan 2015 - Apr 2015 | < 1 |
| Fidelity Investments | Roseville/san Francisco, CA | Nov 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- CA
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Total Assets Under Management3,702MILLIONS
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Total Number of Accounts5,567ACCOUNTS
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Average Account Value$664,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, CO, FL, GA, HI, ID, LA, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA
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