Matthew Pohlman (CRD# 5653115) is an Investment Advisor Representative working at Resurgent Advisors in Chapel Hill, NC and has over 14 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resurgent Financial Advisors LLC | Chapel Hill, NC | Mar 2021 - Current | 3 |
| East Franklin Capital | Chapel Hill, NC | Nov 2012 - Mar 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- NC
-
Total Assets Under Management300MILLIONS
-
Total Number of Accounts930ACCOUNTS
-
Average Account Value$322,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, KY, MI, NC, TX
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