Matthew Archer, financial advisor Raleigh NC

Matthew Archer

CRD 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.

Similar Advisors
Mark Courtemanche, CLU, ChFC, financial advisor Raleigh NC
Mark Courtemanche, CLU, ChFC
CRD# 2651246
Ae Wealth Management, LLC
Similar Advisors
Leon Abbas, financial advisor Raleigh NC
Leon E. Abbas
CRD# 1158688
Townsend Asset Management Corp.
Similar Advisors
Scott Abee, financial advisor Raleigh NC
Scott L. Abee
CRD# 1587979
Raymond James & Associates, Inc.
Company Name Location Dates Years
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
Contact Info for Matthew S. Archer
Phone Number: 919-758-8911
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Matthew Archer and other advisors.

About Wealthminder

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.