Matthew Symonds
Matthew Symonds is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Farmington, NM, with 27 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
1909 E. 20th Street, Ste. 8, Farmington, NM, 87401
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2018Other Business Activities
Matthew owns rental real estate since 1994, acts as a property manager since 2002, and operates a small farm since 2019. He is also the sole owner and president of Dunkirk Strand Inc. since 2006, and president and share-owner of Skylarker's Inc, a non-profit, since 1994.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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