Matthew Vallebo (CRD# 6874234) is an Investment Advisor Representative working at Presidio Capital Management, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Presidio Capital Management, LLC | San Diego, CA | Jan 2020 - Current | 4 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Nov 2021 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2017 - Nov 2021 | 4 |
| First Allied Advisory Services, Inc. | San Diego, CA | Jan 2019 - Nov 2020 | 1 |
| San Diego State University | San Diego, CA | Aug 2014 - May 2018 | 3 |
| Wells Fargo | San Diego, CA | Aug 2016 - Oct 2017 | 1 |
| Chick Fil A | San Diego, CA | Jul 2014 - May 2016 | 1 |
| Mira Mesa High School | San Diego, CA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts808ACCOUNTS
-
Average Account Value$356,577
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, NV, TX
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