Matthew Gold (CRD# 6175154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gainesville, FL and has over 9 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
Summit Financial Group Inc. | Gainesville, FL | Oct 2018 - May 2021 | 2 |
Summit Brokerage Services Inc. | Gainesville, FL | Oct 2018 - Sep 2019 | < 1 |
Cetera Investment Advisers LLC | Gainesville, FL | Aug 2017 - Oct 2018 | 1 |
Cetera Investment Services LLC | St. Cloud, MN | Aug 2017 - Oct 2018 | 1 |
Regions Bank | Gainesville, FL | Jun 2017 - Oct 2018 | 1 |
University Of Florida | Gainesville, FL | Jan 2012 - Jun 2017 | 5 |
Summit Brokerage Services Inc. | Gainesville, FL | Aug 2014 - May 2017 | 2 |
Ameriprise Financial Services Inc. | Fort Lauderdale, FL | Mar 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- FL
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Total Assets Under Management33,356MILLIONS
-
Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- 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
- 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, WY
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