Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Los Gatos, CA | Jan 2018 - Current | 6 |
| Securities America, Inc. | Los Gatos, CA | Dec 2016 - Current | 7 |
| Provident Credit Union | Los Gatos, CA | Jun 2011 - Current | 12 |
| Cue Financial Group, Inc. | Los Gatos, CA | Apr 2013 - Dec 2017 | 4 |
| Foothill Securities Inc. | Redwood Shores, CA | Jun 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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