MC
Matthew Copley
from Copley Financial Group, Inc.
Matthew Copley is a financial advisor based in California, San Diego,
with 24 years of experience. Matthew currently works for
Copley Financial Group, Inc..
Matthew maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Copley works at Copley Financial Group, Inc.
Copley Financial Group, Inc. is a financial advisory firm based in San Diego, California. It currently has approximately $230,184,748 of assets under management and employs about 6 people. Copley Financial Group, Inc. uses a fee structure of a percentage of assets under your management and referral fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
2 years
Fee structure
A percentage of assets under your management and referral fees
Office location
2650 Camino Del Rio North,, Suite 350, San Diego, California, 92108
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