Matthew Wegner
Matthew Wegner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Panama City, FL, 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
Firm Size
IM Fee
Assets Under Management
Location
2557 Huntcliff Lane, Panama City, FL, 32405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in Sweet Home Bay County, a rental real estate business, dedicating a few hours per week to occasional maintenance. He also owns Wegner Financial Services, a support company, spending minimal time paying bills and managing receipts.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations28 states
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