Matthew De Heras, financial advisor Aliso Viejo CA
93 score

Matthew De Heras

CRD Number: 5594618
Current Firm: United Planners' Financial Services Of America A Limited Partner

Matthew De Heras (CRD# 5594618) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Advantis Advisors Aliso Vijeo, CA Jul 2016 - Current 1
De Heras Wealth Management Aliso Viejo, CA Nov 2015 - Current 2
United Planners' Financial Services Scottsdale, AZ Sep 2015 - Current 2
Matthew De Heras - Independent Insurance Cota De Caza, CA Jan 2013 - Current 5
The Prudential Insurance Company Of America Irvine, CA Feb 2009 - Oct 2015 6
Pruco Securities, LLC Irvine, CA Feb 2009 - Oct 2015 6
Lpl Financial Fountain Valley, CA Oct 2008 - Feb 2009 < 1
Ad Infinitum Environmental Design And Planning Aliso Viejo, CA May 1997 - Aug 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Matthew A. De Heras
Phone Number: 480-991-0225
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,377
    MILLIONS
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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