Matthew Denny is a PFS-designated registered investment advisor, based in Valencia, CA, with 26 years of industry experience.
Location
23929 Valencia Blvd, Suite 101, Valencia, CA, 91355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an insurance agent with Avantax Insurance Agency and Avantax Insurance Services since 2020, dedicating minimal time to insurance sales. He is also a partner at Denny & Company, LLP, a CPA firm, where he spends full-time managing the business and providing accounting services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
Northstar Financial Services, INC.
1st Global Capital CORP.Broker
State Registrations5 states
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