Matthew Starnes, financial advisor Hickory NC
93 score

Matthew Starnes

CRD Number: 4601211
Current Firm: Sagepoint Financial, Inc.

Matthew Starnes (CRD# 4601211) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hickory, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Hickory, NC Dec 2014 - Current 2
Starnes Financial Group Granite Falls, NC Feb 2007 - Current 9
Self Employed Insurance Agent Granite Falls, NC Dec 2002 - Current 14
David E. Starnes Cpa Granite Falls, NC Oct 2000 - Current 16
First Allied Advisory Services, Inc. Chesterfield, MO Sep 2012 - Dec 2014 2
First Allied Securities, Inc. San Diego, CA Dec 2008 - Dec 2014 6
Intersecurites Inc. Granite Falls, NC Apr 2007 - Dec 2008 1
Kcd Financial, Inc. Granite Falls, NC Oct 2006 - Apr 2007 < 1
H D Vest Invesment Securities Granite Falls, NC Oct 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Matthew J. Starnes
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CO
  • NC
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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