MC
CFP
MC
CFP

Matthew Colvin

18 Years of Experience
Baton Rouge, LA
Broker

Matthew Colvin is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Baton Rouge, LA, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

445 North Blvd., #500, Suite 500, Baton Rouge, LA, 70802

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
July 2007 - February 2013 · 5 yrs 7 mos
Morgan Keegan & Company, INC.
June 2007 - February 2013 · 5 yrs 8 mos
State Registrations24 states
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AdvisorBrokerBoth

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.

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