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Matthew Beavers

25 Years of Experience
Fort Worth, TX
Broker

Matthew Beavers is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - August 2021 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - August 2021 · 6 yrs 4 mos
Herndon Plant Oakley, LTD.Broker
February 2002 - March 2009 · 7 yrs 1 mo
Ids Life Insurance CompanyBroker
September 1995 - February 2002 · 6 yrs 5 mos
American Express Financial Advisors INC.Broker
September 1995 - February 2002 · 6 yrs 5 mos
H.D. Vest Investment Securities, INC.Broker
April 1994 - October 1995 · 1 yr 6 mos
State Registrations1 state
TX
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.