Matt Roberts (CRD# 6183660) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ced, NC and has over 10 years of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2019 - Current | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2019 - Current | 5 |
| June-neri Financial | Wake Forest, NC | Jun 2013 - Current | 10 |
| Royal Alliance Associates, Inc. | Wake Forest, NC | Nov 2018 - Dec 2018 | < 1 |
| Signator Investors, Inc. | Raleigh, NC | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Wake Forest, NC | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- NC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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