Matthew M Kalabokes
Investment adviser representative at Fpc Investment Advisory, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$364.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fpc Investment Advisory, Inc.May 2023 to now
- Mariner Wealth AdvisorsMar 2022 to May 2023
- Private Wealth PartnersJun 2020 to Mar 2022
- UnemployedApr 2020 to May 2020
- Northwestern Mutual Investment ServicesDec 2019 to Mar 2020
- Full Time EducationJan 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Fpc Investment Advisory, Inc.
$364.6MAssets managed
162Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7211724
- Firm CRD
- 122728