Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Leggett is a financial advisor with Captrust. He has been in the financial services industry since 2007. Matthew has earned the Series 66, Series 7 and SIE licenses. Matthew has previously worked at Ameriprise Financial Services, Inc.. Matthew specializes in providing investment advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit sharing plans, insurance companies, state or municipal government entities and pooled investment vehicles. Matthew works out of the Raleigh, NC branch office of Captrust.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
04/15/2015 - Present
Captrust (RALEIGH NC)
NC
08/13/2007 - 06/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Leggett is the right advisor for you? Invested Better is here to help.
