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Matthew Pearson Blades

Woodard & Co. Asset Management Group Inc.

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About Matthew Pearson Blades

Matthew Blades is a financial advisor with Woodard & Company Asset Management Group, Inc. Matthew has been in the industry since July 2016 and has a background in financial planning and portfolio management for both individuals and businesses. Matthew is a Certified Financial Planner™ professional, specializing in providing personalized financial advice and guidance. Matthew is dedicated to helping clients achieve their financial goals.

Firm Information

Matthew Blades is currently registered with Woodard & Co. Asset Management Group Inc.. Woodard & Co. Asset Management Group Inc. is a registered investment advisor with its main office in BERMUDA RUN, NC. They provide portfolio management services for individuals and businesses, as well as financial planning and pension consulting. They also publish periodicals. The firm manages over $911 million in assets for 1,819 clients.
Woodard & Co. Asset Management Group Inc.

117 KINDERTON BOULEVARD

BERMUDA RUN, NC 27006

$911.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Blades’s Registration & Firm History

NC

09/29/2021 - Present

Woodard & Co. Asset Management Group Inc. (BERMUDA RUN NC)

NC

07/25/2016 - 09/03/2021

SECU BROKERAGE SERVICES (WINSTON-SALEM NC)

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Licenses & Designations

IA

Issued 12/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Pearson Blades.
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