Eric Mattinson (CRD# 5418710) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 16 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twin City Private Wealth, Llc F/k/a Dogwood Wealth Advisors, LLC | Winston-salem, NC | Aug 2021 - Current | 2 |
| Semmax Financial Advisors, Inc. | Greensboro, NC | Aug 2012 - Aug 2021 | 9 |
| Global Financial Private Capital | Sarasota, FL | Aug 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- NC
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$258,445
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC
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