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Matthew West

6 Years of Experience
Raleigh, NC
Broker

Matthew West is a registered investment advisor, based in Raleigh, NC, with 6 years of industry experience.

Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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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.

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Other Business Activities

Matthew works as a financial analyst for Liberty Senior Living, dedicating nearly full-time hours to building financial models and assessing investment opportunities. He also manages M.C. West Consulting, LLC and Craig West Rentals, LLC, spending full-time hours consulting on finance and real estate projects and managing rental properties.

Employment History
Current Registrations
Capital Investment Group, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Capital Investment Advisory Services, LLC
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Capital Investment Advisory Services, LLC
October 2017 - May 2019 · 1 yr 7 mos
Capital Investment Group, INC.Broker
August 2017 - May 2019 · 1 yr 9 mos
State Registrations1 state
NC
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.
Matthew West - Financial Advisor | TrueAdvisor