Matthew Emerich, financial advisor Alpharetta GA

Matthew Emerich

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Matthew S. Emerich
Phone Number: 678-646-6776
Firm Website: https://pauldelaney.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $337,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, NC

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