MA
MA

Matthew Archer

26 Years of Experience
Raleigh, NC
BrokerSells Insurance

Matthew Archer is a registered investment advisor, based in Raleigh, NC, with 26 years of industry experience.

Location

421 N. Harrington Street, Suite 630, Raleigh, NC, 27603

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Matthew is a 25% owner of Sustainable Upstate Agriculture, LLC, a family partnership involving raw land, and an owner of Female Advisor Network, LLC, an association for female advisors, dedicating a few hours per week to it. He is also an independent agent with The Cason Group selling life insurance and LTC, and a partner/investment advisor with AIM Advisors, LLC, dedicating full-time hours to financial planning and investment management.

Employment History
Current Registrations
Arkadios CapitalBroker
August 2023 - Present · 2 yrs 9 mos
Aim Advisors, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
November 2015 - August 2023 · 7 yrs 9 mos
Triad Advisors, LLC
November 2015 - August 2023 · 7 yrs 9 mos
Capital Guardian Wealth Management, LLC
February 2010 - November 2015 · 5 yrs 9 mos
Capital Guardian, LLCBroker
February 2010 - November 2015 · 5 yrs 9 mos
Gunnallen Financial, INC
August 2005 - February 2010 · 4 yrs 6 mos
Gunnallen Financial, INCBroker
September 2002 - February 2010 · 7 yrs 5 mos
First Security Investments, INC.Broker
August 2001 - September 2002 · 1 yr 1 mo
Hagar Financial CORP.Broker
October 2000 - August 2001 · 10 mos
Fsc Securities CorporationBroker
February 2000 - September 2000 · 7 mos
State Registrations10 states
CAFLGAILLANCNYRISCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.