Mathew D. Whiteaker
Professional summary
Mathew Dean Whiteaker, who also goes by Matthew Dean Whiteaker, Matthew Whiteaker, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Portland, Oregon and LPL FINANCIAL LLC located in Portland, Oregon.
Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mathew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mathew Dean Whiteaker's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 11600 Sw Shilo Lane Suite 100, Portland, OR 97225May 22, 2003 - Present
LPL FINANCIAL LLC
Office #1: 65 Yamhill St. Suite 400, Portland, OR 97204Office #2: 19824 Sw 72nd Ave., Suite 102a, Tualatin, OR 97062Office #3: 11600 Sw Shilo Ln Ste 100, Portland, OR 97225November 2, 2006 - December 21, 2017
LPL FINANCIAL LLC
September 10, 1999 - May 23, 2003
EDWARD JONES
Primary Firm SEC Registration
CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/3/2009)
(7/1/2014)
(5/22/2003)
(6/24/2010)
(7/7/2020)
(7/1/2014)
(6/3/2009)
(7/1/2014)
(5/10/2023)
(7/1/2014)
(8/30/2016)
(7/18/2008)
(6/21/2019)
(7/30/2013)
(1/27/2015)
(1/16/2025)
(3/17/2020)
(5/22/2003)
(6/29/2017)
(6/10/2024)
(2/26/2021)
(6/3/2009)
(7/1/2014)
(5/22/2003)
(8/19/2016)
(4/28/2023)
Exams
FINRA
Current Firm
CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
Red Flags
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Company Information
CROSS FINANCIAL ADVISORS
CRD#: 287686Portland, OR 97225TRUST BUT VERIFY
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