Matthew Marr
Matthew Marr is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 26 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
5440 SW Westgate Drive, Suite 110, Portland, OR, 97221
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Matthew is the owner of CMMM Investments, LLC, which exists in relation to a Sale of Practice Agreement. He also works as an advisor with The Commerce Company, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wm Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
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.