Matthew Blades (CRD# 6638342) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 7 years of experience in the finance industry. Matthew Blades 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.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 6683568
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodard & Company Asset Management Group, Inc. | Bermuda Run, NC | Sep 2021 - Current | 2 |
| Members Trust Company | Tampa, FL | Sep 2017 - Sep 2021 | 4 |
| Credit Union Investment Services | Raleigh, NC | Aug 2016 - Sep 2021 | 5 |
| Secu Brokerage Services | Raleigh, NC | Apr 2016 - Sep 2021 | 5 |
| Secu Life Insurance Company | Raleigh, NC | Apr 2016 - Sep 2021 | 5 |
| State Employees' Credit Union | Winston-salem, NC | Jan 2014 - Sep 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- GA
- NC
- OH
- TX
- VA
-
Total Assets Under Management911MILLIONS
-
Total Number of Accounts1,819ACCOUNTS
-
Average Account Value$500,825
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, FL, GA, NC, OH, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.