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Brian Matthews
26 Years of Experience
Trenton, MI
1 DisclosureBroker
Brian Matthews is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Trenton, MI, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
2363 W Jefferson Avenue, Suite 205, Trenton, MI, 48183
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2009Denied
Other Business Activities
Brian owns Brian Matthews & Company, Inc. and spends minimal time as business owner. Brian also spends about 10-20% of his time writing novels and short stories.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2000 - Present · 26 yrs 2 mos
Previous Registrations
Pruco Securities CorporationBroker
August 1999 - September 1999 · 1 mo
State Registrations20 states
AZCACOFLGAILINKYMAMDMIMONCNYOHPASCTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.