Cara MatthewsCRD Number: 6953014
Current Firm: Equitable Advisors, LLC
Cara Matthews (CRD# 6953014) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wexford, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Equitable Advisors, LLC||New York, NY||Jun 2019 - Current||3|
|Axa Advisors, LLC||New York, PA||Jun 2019 - Jun 2020||1|
|Axa Advisors, LLC||Seven Fields, PA||May 2018 - May 2019||1|
|Kent State University||Kent, OH||Aug 2015 - May 2019||3|
|Tj Maxx||Cuyahoga Falls, OH||Apr 2013 - May 2019||6|
|Subway||Kent, OH||Jan 2016 - May 2017||1|
|Ruffalo Noel Levitz||Kent, OH||Oct 2015 - Dec 2015||< 1|
|Peters Tonship School District||Mcmurray, PA||Aug 2008 - Jun 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- 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, 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, WY
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