Matthew Inman (CRD# 6591261) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry. Matthew Inman 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franklin Street Advisors, Inc. | Chapel Hill, NC | Nov 2018 - Current | 4 |
| Franklin Street Advisors, Inc. | Chapel Hill, NC | Apr 2016 - Oct 2018 | 2 |
| Franklin Street Partners | Chapel Hill, NC | Jun 2014 - Mar 2016 | 1 |
| Student | Charlotte, NC | Aug 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- NC
-
Total Assets Under Management3,040MILLIONS
-
Total Number of Accounts1,572ACCOUNTS
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Average Account Value$1,933,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA
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