MH
MH

Matthew Harkins

25 Years of Experience
Amarillo, TX
Broker

Matthew Harkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Amarillo, 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 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

410 South Taylor Street, Amarillo, TX, 79101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is a Vice President at Amarillo National Bank/Raymond James Financial since 2016, working as an Investment Advisor. He also is a partner in Lazy H Partners, a rental real estate business, since 2019 and spends minimal time on each activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2016 · 6 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2016 · 6 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2001 - April 2007 · 6 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2000 - April 2007 · 6 yrs 4 mos
State Registrations14 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Harkins - Financial Advisor | TrueAdvisor