Matthew Debiase (CRD# 7320936) is an Investment Advisor Representative working at Commonwealth Financial Network in Yuba City, CA and has over 2 years of experience in the finance industry.
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
CRD# 3218715
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Mar 2024 - Current | < 1 |
| Core Financial Group | Yuba City, CA | Mar 2024 - Current | < 1 |
| Commonwealth Financial | San Diego, CA | Jan 2023 - Mar 2024 | 1 |
| Core Financial Group | Yuba City, CA | Dec 2020 - Mar 2024 | 3 |
| Woodbury Financial Services Inc. | Yuba City, CA | Dec 2021 - Jan 2023 | 1 |
| Amazon | Sacramento, CA | Nov 2020 - Dec 2020 | < 1 |
| Doordash | Elk Grove, CA | May 2020 - Nov 2020 | < 1 |
| Full-time Education | Pittsburgh, PA | Aug 2011 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, VI, VT, WA, WI, WV, WY
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