Matthew Lattig
Matthew Lattig is a registered investment advisor at Raymond James & Associates, INC., based in Modesto, CA, with 20 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
832 12th Street, Suite 601, Modesto, CA, 95354
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an advisory board member for the Women's Education and Leadership League, a non-profit organization, dedicating about 10-20% of his time. He is also a board member for the IDFA Institute for Dance Financial Analysis, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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