Matthew Vera (CRD# 4468941) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rpg Investment Advisory, LLC | Pleasanton, CA | Aug 2014 - Current | 9 |
| Geneos Wealth Management Inc. | San Ramon, CA | Nov 2013 - Dec 2014 | 1 |
| Valentine Capital Asset Management, Inc. | San Ramon, CA | Dec 2000 - Dec 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- AL
- AZ
- CA
- FL
- LA
- MS
- NV
- TX
- WA
-
Total Assets Under Management705MILLIONS
-
Total Number of Accounts856ACCOUNTS
-
Average Account Value$823,966
- 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
AL, AZ, CA, FL, LA, MS, NE, NH, NV, TX, UT, WA
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