Unclaimed Profile

Matthew P King

BELL INVESTMENT ADVISORS INC·OAKLAND, California

Series 65, Series 66Clean record20 years registeredBELL INVESTMENT ADVISORS INC

1111 BROADWAY, OAKLAND, CA 94607-4007CRD# 4518281Firm CRD# 108383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew P King · OAKLAND, CA

Registration

CRD #4518281 · BELL INVESTMENT ADVISORS INC · 20 years registered

Brand Profile

Not yet started

Career History

KING WEALTH ADVISORS, LLC

Nov 2015 – present

BELL INVESTMENT ADVISORS INC

Jan 2006 – Dec 2016

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 65

Series 66

Registration record

First registered · January 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELL INVESTMENT ADVISORS INC

CRD 108383 · SEC 801-56417

AUM

$645M

Regulatory assets under management

Employees

1,156 client accounts

Services offered by BELL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELL INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Matthew P King offer?

Matthew P King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.

What are Matthew P King's credentials?

Matthew P King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew P King located?

Matthew P King is based in OAKLAND, California, working with BELL INVESTMENT ADVISORS INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Matthew P King charge for services?

Matthew P King's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELL INVESTMENT ADVISORS INC?

BELL INVESTMENT ADVISORS INC has approximately 11 employees and manages $645M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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