Matthew Cano
Matthew Cano is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Albuquerque, NM, with 24 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
10904 Country Club NE, Albuquerque, NM, 87111
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Regulatory History (3)
Financial
May 2021Financial
May 2021Financial
May 2021Other Business ActivitiesSells Insurance
Matthew is an Investment Advisor Representative with PFG Advisors and a Wealth Manager at Cano Capital MGMT, LLC, dedicating full-time hours to each role. He also works as an agent selling fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Cue Advisory Services, INC.
Foothill Securities, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Bosc, INC.
Bosc, INC.Broker
Bancwest Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.