Matthew King, financial advisor San Mateo CA
96 score

Matthew King

CRD Number: 4518281
Current Firm: King Wealth Advisors, LLC

Matthew King (CRD# 4518281) is an Investment Advisor Representative working at King Wealth Advisors, LLC in San Mateo, CA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
King Welath Advisors, LLC San Mateo, CA Aug 2015 - Current 2
Bell Investment Advisors, Inc. Oakland, CA Dec 2000 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Matthew P. King
Phone Number: 650-435-3918
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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