Matthew Colwell (CRD# 7050723) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 5 years of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Service LLC | Durham, NC | Dec 2018 - Current | 5 |
| Veritude Llc/fidelity Investments | Durham, NC | Dec 2017 - Dec 2018 | 1 |
| Mariner Finance | Statesville, NC | Jun 2016 - Dec 2017 | 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Aug 2012 - May 2016 | 3 |
| Universidad De Cantabria | Santander, | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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