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Matthew Benedict

31 Years of Experience
Whitefish, MT
Broker

Matthew Benedict is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Whitefish, MT, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

307 Spokane Ave, Ste 102, Whitefish, MT, 59937

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Matthew is an independent contractor and owner of Matthew Benedict LLC, a support company. He works as a financial advisor, dedicating minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
March 1999 - January 2009 · 9 yrs 10 mos
Robert Thomas Securities, INCBroker
March 1995 - January 1999 · 3 yrs 10 mos
State Registrations32 states
AKALAZCACOCTFLHIIDILKSMAMNMOMTNCNDNJNMNVNYOKORPASDTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.