MK
MK
Matthew Kelly
25 Years of Experience
McAllen, TX
2 DisclosuresBroker
Matthew Kelly is a registered investment advisor at Raymond James & Associates, INC., based in McAllen, TX, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1400 N. McColl Road, Suite 101, McAllen, TX, 78501
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2016Settled
Customer Dispute
February 2007Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
September 2013 - June 2023 · 9 yrs 9 mos
Morgan StanleyBroker
September 2013 - June 2023 · 9 yrs 9 mos
Wells Fargo Advisors, LLC
January 2008 - September 2013 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2013 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.
July 2002 - January 2008 · 5 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
State Registrations12 states
CACOFLIAKYLANMOHOKSDTXWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.