Matthew Laverone
Matthew Laverone is a registered investment advisor at Cetera Investment Advisers LLC, based in Carson City, NV, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
318 N Carson St, suite 201, Carson City, NV, 89701
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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 sells fixed insurance products (life, annuities, and LTC) with various companies. He also works as a ranch worker, dedicating a few hours per week, and is involved with Capital Wealth Management, spending about a quarter of his time on stock and insurance sales and investment advisory services. Matthew also owns Capital Wealth Management Carson LLC, spending minimal time on expense management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations15 states
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