Matthew DaughertyCRD Number: 4433690
Current Firm: Ameriprise Financial Services, Inc.
Matthew Daugherty (CRD# 4433690) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Westlake, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Ameriprise Financial Services, Inc.||Westlake, OH||Sep 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY