Kevin L. Matthews
Professional summary
Kevin L Matthews, who also goes by Kevin L Matthews II, Kevin Matthews, is a registered financial advisor currently at WEALTH MORE ENTERPRISE, INC. located in Wake Forest, North Carolina.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin L Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2026 - Present
WEALTH MORE ENTERPRISE, INC.
October 15, 2025 - December 31, 2025
WEALTH MORE ENTERPRISE, INC.
January 12, 2017 - July 18, 2018
CITIGROUP GLOBAL MARKETS INC.
January 10, 2017 - July 18, 2018
CITIGROUP GLOBAL MARKETS INC.
June 17, 2015 - December 13, 2016
CAPITAL ONE ADVISORS, LLC
June 17, 2015 - December 13, 2016
CAPITAL ONE INVESTING, LLC
September 8, 2014 - June 4, 2015
EDWARD JONES
August 12, 2014 - June 4, 2015
EDWARD JONES
Primary Firm SEC Registration
WEALTH MORE ENTERPRISE, INC.
CRD#: 324763 / SEC#: 801-130220
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2026)
Exams
Current Firm
WEALTH MORE ENTERPRISE, INC.
CRD#: 324763 / SEC#: 801-130220
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 76,000 |
Red Flags
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