Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brendon Crow is a financial advisor with EP Wealth Advisors. Matthew has been in the financial services industry since 1996 and has a wide range of experience. He is registered to provide investment advisory services in California. Matthew has a variety of certifications and designations that allow him to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
CA
11/07/1997 - 05/05/2020
TD AMERITRADE, INC. (PASADENA CA)
CA
12/10/1996 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Crow is the right advisor for you? Invested Better is here to help.
