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.
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 |
|---|---|---|---|
| Triad Hybrid Solutions, LLC | Norcross, GA | Nov 2014 - Current | 9 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2014 - Dec 2019 | 5 |
| Lpl Financial LLC | Wilmington, NC | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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, WY
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