Matthew Ritt (CRD# 5979122) is an Investment Advisor Representative working at Kinwell LLC in Charleston, SC and has over 12 years of experience in the finance industry. Matthew Ritt 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kinwell LLC | Mount Pleasant, SC | Dec 2017 - Current | 6 |
| Questis Advisor Partners, LLC | Charleston, SC | Apr 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- FL
- GA
- NC
- SC
- VA
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts365ACCOUNTS
-
Average Account Value$407,505
- A percentage of assets under your management
- 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
FL, GA, NC, SC, VA
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