Matt StephensCRD Number: 5578138
Current Firm: Triad Hybrid Solutions, LLC
Matt Stephens is a Certified Financial Planner (CFP®) professional in Wilmington, NC and has over 10 years of experience in the finance industry. CFP professionals must pass the comprehensive CFP Certification Examination, agree to abide by the CFP Board's Code of Ethics, and comply with the Financial Planning Practice Standards.
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
|Triad Advisors, Inc.||Norcross, GA||Nov 2014 - Current||5|
|Triad Hybrid Solutions, LLC||Norcross, GA||Nov 2014 - Current||5|
|Lpl Financial LLC||Wilmington, NC||Oct 2013 - Nov 2014||1|
|Wells Fargo Advisors LLC||Wilmington, NC||Jul 2008 - Oct 2013||5|
|Wachovia Securities, LLC||Wilmington, NC||Jul 2008 - May 2009||< 1|
|Stephens Homes, Inc.||Southport, NC||Jul 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,468MILLIONS
Total Number of Accounts6,809ACCOUNTS
Average Account Value$215,546
- 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
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, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.