Matthew Fallaw
Matthew Fallaw is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, with 15 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
15025 Ballancroft Parkway, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as an associate/employee for Pinnacle Asset Management, referring potential clients to RJFS Advisors, taking about half of his time. He also works as a Trust Advisor for Pinnacle Financial Partners/Pinnacle Bank, seeking referral opportunities for banking products and services, also taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLCBroker
LPL Financial LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
State Registrations1 state
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