MT
MT
Matthew Todsen is a registered investment advisor, based in Irvine, CA, with 23 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1995Final Disposition
Other Business ActivitiesSells Insurance
Matthew is an insurance agent/salesman with MKT Wealth Management since 2009, and an advisory representative with Cooper Financial Group since 2012, dedicating full-time hours to this role. He also serves as Vice-Chairman and Treasurer for two non-public entities, Orange County Advisors in Philanthropy and Advisors in Philanthropy, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Cooper Mcmanus
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
February 2012 - March 2020 · 8 yrs 1 mo
Pacific West Financial Consultants INC
November 2010 - February 2012 · 1 yr 3 mos
Pacific West Securities, INC.Broker
November 2010 - February 2012 · 1 yr 3 mos
LPL Financial Corporation
September 2005 - November 2010 · 5 yrs 2 mos
LPL Financial CorporationBroker
September 2005 - November 2010 · 5 yrs 2 mos
UBS Financial Services INC.Broker
October 2002 - October 2005 · 3 yrs
UBS Financial Services INC.
October 2002 - October 2005 · 3 yrs
State Registrations13 states
ALAZCACOFLGAHIMAMSNVTNTXWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.