Matthew
Stolen
Kingsview Wealth Management, LLC
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About this Advisor
Matthew Stolen is a financial advisor based in Grants Pass, Oregon, working with Kingsview Wealth Management, LLC. Matthew has previously held positions at Lpl Financial, Foreside Fund Services, LLC, M Holdings Securities, Inc, Kingsview Partners Cedar Capital, LLC/Good Harbor Financial, LLC, and M Financial Group. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Matthew is part of Kingsview Wealth Management, LLC, which operates out of Grants Pass, Oregon. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Stolen Work History
Foreside Fund Services, LLC
Kingsview Partners Cedar Capital, LLC/Good Harbor Financial, LLC
M Holdings Securities, Inc
M Financial Group
Lpl Financial
Disclosures
Please visit the SEC profile of Matthew Stolen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingsview Wealth Management, LLC
Raleigh, NC
Eureka, CA
Myrtle Beach, SC
Amarillo, TX
Greensboro, NC
Paris, TN
Grants Pass, OR
Greensboro, NC
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