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Megan Elizabeth Mattinson

DOGWOOD WEALTH ADVISORS, LLC·KERNERSVILLE, North Carolina
Unclaimed Profile
1751 CHELSEA PLACE DRIVE, KERNERSVILLE, NC 27284CRD# 7407353Firm CRD# 315836
01

About

Megan Elizabeth Mattinson is a registered financial advisor based in KERNERSVILLE, North Carolina, affiliated with DOGWOOD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TWIN CITY PRIVATE WEALTH, LLC
TWIN CITY PRIVATE WEALTH, LLC
AUM
$111M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TWIN CITY PRIVATE WEALTH, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7407353
Firm CRD# 315836
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Megan Elizabeth Mattinson offer?
Megan Elizabeth Mattinson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KERNERSVILLE, North Carolina for a consultation.
What are Megan Elizabeth Mattinson's credentials?
Megan Elizabeth Mattinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Elizabeth Mattinson located?
Megan Elizabeth Mattinson is based in KERNERSVILLE, North Carolina, working with DOGWOOD WEALTH ADVISORS, LLC. Their office serves clients in the KERNERSVILLE metropolitan area and surrounding communities.
How does Megan Elizabeth Mattinson charge for services?
Megan Elizabeth Mattinson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOGWOOD WEALTH ADVISORS, LLC?
DOGWOOD WEALTH ADVISORS, LLC has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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