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Tassel Capital Management, Inc. financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Tassel Capital Management, Inc. office in North Carolina, by city and A to Z.
The short answer
4 registered advisors work at Tassel Capital Management, Inc. in North Carolina, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Matthews (4). 2 list the CFP designation and 0 are also registered broker representatives.
Tassel Capital Management, Inc. advisors by city in North Carolina
Every firm in North Carolina →Tassel Capital Management, Inc. advisors in North Carolina, A to Z
Search by name →- William B. ErtelMatthews · Certified Financial Planner, Personal Financial Specialist
- Susan J. KellyMatthews · Certified Financial Planner
- Bradley P. KendallMatthews
- Carlton WhitmanMatthews
Tassel Capital Management, Inc. advisors in every state →Tassel Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Tassel Capital Management, Inc. financial advisors are in North Carolina?
4 investment adviser representatives are registered at Tassel Capital Management, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Tassel Capital Management, Inc. have the most advisors?
Matthews, with 4. Tassel Capital Management, Inc. has advisors in 1 city in North Carolina.
How do I check a Tassel Capital Management, Inc. advisor in North Carolina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tassel Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.