Matthew King, financial advisor San Mateo CA

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 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
King Wealth Advisors, LLC San Mateo, CA Aug 2015 - Current 8
Bell Investment Advisors, Inc. Oakland, CA Dec 2000 - Jan 2018 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
    73
    MILLIONS
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $408,007
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

CA, TX

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