Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carrier is a financial advisor based in Knoxville, Tennessee. Matthew has been in the financial services industry for over 25 years. Matthew works with both individuals and businesses to help them reach their financial goals. He is a Certified Public Accountant and a Registered Investment Advisor. Currently, Matthew works with Brookstone Wealth Advisors, LLC and has a branch office location in Knoxville, Tennessee. Matthew also works with Carrier CPA Firm, Carrier Financial & Insurance Services, and Vertical Vision Management. Matthew is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
12/05/2022 - Present
Brookstone Wealth Advisors, LLC (Knoxville TN)
TN
06/28/2010 - 12/08/2022
AVANTAX INVESTMENT SERVICES, INC. (KNOXVILLE TN)
IA
Issued 07/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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