MW
MW

Matthew Worthington

4 Years of Experience
Kinston, NC
BrokerSells Insurance

Matthew Worthington is a registered investment advisor, based in Kinston, NC, with 4 years of industry experience.

Location

2914 N Herritage St., Kinston, NC, 28501

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 an independent insurance agent for various independent insurance companies through Conway & Co Insurers and Fixed Insurance, dedicating a few hours per week to each. He also serves as an administrative representative of a RIA through CIRA, taking nearly a full-time commitment.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
First Citizens Investor Services, INC.
June 2022 - October 2024 · 2 yrs 4 mos
First Citizens Investor Services, INC.Broker
June 2022 - October 2024 · 2 yrs 4 mos
Securian Financial Services, INC.
December 2021 - June 2022 · 6 mos
Securian Financial Services, INC.Broker
September 2021 - June 2022 · 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 Worthington - Financial Advisor | TrueAdvisor