Matthew Miner (CRD# 6970006) is an Investment Advisor Representative working at Miner Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry. Matthew Miner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 5895360
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miner Wealth Management, LLC | Raleigh, NC | May 2021 - Current | 3 |
| Plc Wealth Management, LLC | Raleigh, NC | Jun 2018 - Aug 2021 | 3 |
| Sabbatical | Raleigh, NC | May 2018 - Jun 2018 | < 1 |
| Quality Equipment, LLC | Fuquay Varina, NC | Jun 2013 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- NC
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$137,005
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, TX
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