Matthew EmerichCRD Number: 4275904
Current Firm: Capital Endurance Group, Inc.
Matthew Emerich (CRD# 4275904) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Alpharetta, GA and has over 20 years of experience in the finance industry. Matthew Emerich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Capital Endurance Group, Inc.||Alpharetta, GA||Oct 2017 - Current||3|
|Truewealth, Llc (fna Windham Brannon)||Atlanta, GA||Jul 2014 - Oct 2017||3|
|Windham Brannon Financial Group, LLC||Atlanta, GA||Mar 2011 - Jul 2014||3|
|Tarpley & Underwood Financial Advisors, LLC||Atlanta, GA||Jan 2005 - Mar 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management100MILLIONS
Total Number of Accounts297ACCOUNTS
Average Account Value$337,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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