Janet Matheron (CRD# 7530487) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has 1 year of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glasgow & Associates, LLC | Wilmington, NC | Jul 2022 - Current | 1 |
| Capital Investment Advisory Services, LLC | Wilmington, NC | Oct 2022 - Dec 2023 | 1 |
| Capital Investment Group, Inc. | Wilmington, NC | Mar 2022 - Dec 2023 | 1 |
| Masonboro Advisors | Wilmington, NC | Mar 2022 - Jul 2022 | < 1 |
| Coldwell Banker Sea Coast | Wilmington, NC | Jul 2019 - Mar 2022 | 2 |
| Unemployed | Wilmington, NC | Mar 2019 - Jul 2019 | < 1 |
| Witt O'brien's | Wilmington, NC | Sep 2018 - Mar 2019 | < 1 |
| Lumina News | Wrightsville Beach, NC | Feb 2018 - Sep 2018 | < 1 |
| Drucker & Falk | Wilmington, NC | Sep 2016 - Jan 2018 | 1 |
| Coldwell Banker Hpw | Raleigh, NC | Oct 2014 - Jul 2016 | 1 |
| Drees Homes | Raleigh, NC | Feb 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NC
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$247,116
- 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
CA, GA, LA, NC, SC
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