Matthew Price is a registered investment advisor, based in Charlotte, NC, with 9 years of industry experience.
Location
214 N Tryon St, Fl 33, Charlotte, NC, 28202
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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.
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Matthew is the treasurer for the Charlotte Economics Club, serves as an ambassador for the American Cancer Society, and is a board member for the Crohn's & Colitis Foundation. These activities involve minimal time and are not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations34 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.