RM
RM

Robert Matala

25 Years of Experience
St Petersburg, FL
Broker

Robert Matala is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Petersburg, FL, 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 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

880 Carillon Parkway, St Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2020 - Present · 5 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Foreside Financial Services, LLCBroker
August 2018 - February 2020 · 1 yr 6 mos
Northern Lights Distributors, LLCBroker
November 2017 - March 2018 · 4 mos
Symmetry Partners
May 2016 - January 2020 · 3 yrs 8 mos
Envestnet | Pmc
November 2013 - March 2015 · 1 yr 4 mos
Portfolio Brokerage Services, INC.Broker
October 2013 - March 2015 · 1 yr 5 mos
Prudential Investments LLC
April 2012 - July 2013 · 1 yr 3 mos
Prudential Investment Management Services LLCBroker
March 2012 - July 2013 · 1 yr 4 mos
Russell Investments
February 2006 - December 2010 · 4 yrs 10 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
December 2005 - December 2010 · 5 yrs
Franklin/templeton Distributors, INC.Broker
April 1997 - October 2005 · 8 yrs 6 mos
State Registrations8 states
ALFLGAMSNCPRSCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Matala - Financial Advisor | TrueAdvisor