Matthew Stolen is a registered investment advisor, based in Grants Pass, OR, with 20 years of industry experience.
Location
509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the Chief Compliance Officer for Kingsview Capital dba Cedar Capital, LLC/Good Harbor Financial, LLC, dedicating full-time hours to this role. He also owns Stolen Consulting, an RIA consulting business, taking about 10-20% of his time, and Scrub Club, LLC, a commercial cleaning business, dedicating a few hours per week.
Employment History
Current Registrations
Foreside Fund Services, LLCBroker
Kingsview Wealth Management, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.