Matthew Laird
Matthew Laird is a registered investment advisor at Raymond James & Associates, INC., based in Jasper, AL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
401 19th Street East, Jasper, AL, 35501
Get directionsHistory
Regulatory History (1)
Criminal
March 2022Other Business Activities
Matthew is a 20% owner in a Mosquito Authority Franchise, manages rental real estate through Riverpeak Ventures, LLC, and serves as an officer and board member for the Walker Area Community Foundation. These activities each require a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
State Registrations21 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.