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Financial ADVSR advisor directory · SEC adviser records

Family Wealth Partners, LLC financial advisors in Matthews, NC

Every SEC-registered investment adviser representative at a Family Wealth Partners, LLC office in Matthews, A to Z.

The short answer

6 registered advisors work at Family Wealth Partners, LLC in Matthews, out of 6 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Family Wealth Partners, LLC advisors in Matthews, A to Z

Every Family Wealth Partners, LLC advisor →

Family Wealth Partners, LLC advisors in every city and state →Family Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Matthews

All Matthews advisors →

Independent Advisor Alliance, LLC 5Sapere Wealth Management, LLC 5Cambridge Investment Research Advisors, Inc. 4Eagle Strategies LLC 4Edward Jones 4Tassel Capital Management, Inc. 4Commonwealth Financial Network 3Nexus Capital Inc. 3

Questions

How many financial advisors does Family Wealth Partners, LLC have in Matthews?

6 investment adviser representatives are registered at Family Wealth Partners, LLC offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Family Wealth Partners, LLC one of the largest advisor employers in Matthews?

Family Wealth Partners, LLC ranks number 1 in Matthews by registered advisors, ahead of Independent Advisor Alliance, LLC (5).

How do I check a Family Wealth Partners, LLC advisor in Matthews?

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 Family Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.