Unclaimed
Matthew Kent Inman is a Certified Financial Planner® and investment advisor representative at Franklin Street Advisors, Inc. Matthew has been in the industry since June 2014 and has been with Franklin Street Advisors since April 2016. Matthew is registered with the state of North Carolina and is currently active in the state of Iowa. Matthew is a Series 65 license holder and has a specialization in providing financial planning services to individuals, businesses, corporations, investment companies, and pooled investment vehicles. Matthew’s firm, Franklin Street Advisors, Inc., manages over $3.4 billion in assets.
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.
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.
Investment advice
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.
Security recommendations
1
2
NC
01/01/2016 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
IA
Issued 12/31/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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