Matthew StarnesCRD 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.
Lpl Financial LLC
Wells Fargo Advisors, LLC
Resource Partners LLC
|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|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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)
- Educational seminars/workshops
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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