Russell Page Mathews

Employer firm

Mathews Capital Management CRD 304909

$40.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 02/2017
  Principal Life Insurance Company
  Roseville, CA
• 10/2015 → 02/2017
  Princor Financial Services Corporation
  Roseville, CA
• 02/2017 → 05/2019
  Td Ameritrade
  Walnut Creek, CA
• 07/2019 → Present
  Mathews Capital Management Llc
  Sacramento, CA

Previous Registrations

• 2017-02-15 → 2019-05-10
  Td Ameritrade, Inc.
  Walnut Creek, CA
• 2017-02-15 → 2019-05-10
  Td Ameritrade Investment Management, Llc
  Walnut Creek, CA
• 2015-11-03 → 2017-02-17
  Principal Securities, Inc.
  Roseville, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-10-15
• S63 Uniform Securities Agent State Law Examination
  1994-08-09