Matthew Figueroa (CRD# 3121253) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2021 - Current | 2 |
Pinnacle Peak Private Client Group | Scottsdale, AZ | Apr 2016 - Current | 7 |
Bcg Securities, Inc. | Cherry Hill, NJ | Jan 2017 - Sep 2021 | 4 |
Purshe Kaplan Sterling Investments | Albany, NY | Apr 2016 - Jan 2017 | < 1 |
Ameriprise Financial Services, Inc. | Scottsdale, AZ | Nov 2008 - Apr 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1999 |
S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- AZ
- TX
-
Total Assets Under Management338MILLIONS
-
Total Number of Accounts1,140ACCOUNTS
-
Average Account Value$296,880
- 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
AZ, CA, FL, GA, ID, LA, MD, MI, MT, NC, NE, NH, NV, NY, OK, OR, PA, TN, TX, VA, WA
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