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Financial ADVSR advisor directory · SEC adviser records

Tassel Capital Management, Inc. financial advisors in Matthews, NC

Every SEC-registered investment adviser representative at a Tassel Capital Management, Inc. office in Matthews, A to Z.

The short answer

4 registered advisors work at Tassel Capital Management, Inc. in Matthews, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Tassel Capital Management, Inc. advisors in Matthews, A to Z

Every Tassel Capital Management, Inc. advisor →

Tassel Capital Management, Inc. advisors in every city and state →Tassel Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Matthews

All Matthews advisors →

Family Wealth Partners, LLC 6Independent Advisor Alliance, LLC 5Sapere Wealth Management, LLC 5Cambridge Investment Research Advisors, Inc. 4Eagle Strategies LLC 4Edward Jones 4Commonwealth Financial Network 3Nexus Capital Inc. 3

Questions

How many financial advisors does Tassel Capital Management, Inc. have in Matthews?

4 investment adviser representatives are registered at Tassel Capital Management, Inc. offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Tassel Capital Management, Inc. one of the largest advisor employers in Matthews?

Tassel Capital Management, Inc. ranks number 7 in Matthews by registered advisors; Family Wealth Partners, LLC has the most, with 6.

How do I check a Tassel Capital Management, Inc. 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 Tassel Capital Management, Inc. 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.