Matt Paul
Matt Paul is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corpus Christi, TX, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
418 Peoples St , TX, USA, 78, Ste 505, Corpus Christi, TX, 78401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matt is a Managing Partner at Coastalbend Wealth Partners, the holding company for their Raymond James business, since 2018. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations25 states
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