Matt Roberts is a registered investment advisor, based in Ced, NC, with 12 years of industry experience.
Location
8214 Wilkerson Rd, Ced, NC, 27231
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Regulatory History
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
Matt is an advisory representative of a Registered Investment Advisor (RIA), dedicating full-time hours to advisory activities. He is also an independent insurance agent for various companies since 2014, also dedicating full-time hours. Finally, Matt is an independent sales associate for Isagenix, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Pruco Securities, LLC.Broker
State Registrations4 states
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.