Matthew ArcherCRD Number: 4126987
Current Firm: Aim Advisors, LLC
Matthew Archer (CRD# 4126987) is an Investment Advisor Representative working at Aim Advisors, LLC in Raleigh, NC and has over 23 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Arkadios Capital||Atlanta, GA||Aug 2023 - Current||< 1|
|Aim Advisors, LLC||Raleigh, NC||Feb 2023 - Current||< 1|
|Triad Advisors, Inc.||Norcross, GA||Nov 2015 - Aug 2023||7|
|Capital Guardian, LLC||Raleigh, NC||Feb 2010 - Nov 2015||5|
|Captial Guardian Wealth Management, LLC||Raleigh, NC||Feb 2010 - Nov 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management100MILLIONS
Total Number of Accounts185ACCOUNTS
Average Account Value$542,292
- 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
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