Matthew
Cobas
Origin Investment Advisory LLC
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About this Advisor
Matthew Cobas is a financial advisor based in San Diego, California, working with Origin Investment Advisory LLC. Matthew has previously held positions at Honeycutt, Smith & Associates, Marlin Alliance, Wells Fargo Clearing Services, LLC, Msec, LLC, Mariner Wealth Advisors, Kaiyo Wealth LLC, Origin Investment Advisory LLC, Wells Fargo Advisors, LLC, United States Navy Reserves, and Commonwealth Financial Network. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Matthew is part of Origin Investment Advisory LLC, which operates out of San Diego, California. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Cobas Work History
Origin Investment Advisory LLC
Kaiyo Wealth LLC
Msec, LLC
Mariner Wealth Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Honeycutt, Smith & Associates
Commonwealth Financial Network
Marlin Alliance
United States Navy Reserves
Disclosures
Please visit the SEC profile of Matthew Cobas 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 Origin Investment Advisory LLC
Charleston, SC
Boston, MA
Burleson, TX
Boston, MA
Boston, MA
Culver City, CA
Crystal Lake, IL
Saunderstown, RI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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