Financial advisers in Matthews, North Carolina

2 profiles with reported offices in Matthews, North Carolina. Explore advisers’ roles, firms and public regulatory records.

Adviser profiles

Roy MattoxInvestment adviser representativeExodus WealthCRD 1729009
Walker DavidsonManaging Member and Chief Compliance OfficerCarolina StrategyCRD 4484374

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.