MC
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Matthew Chalmers

20 Years of Experience
College Station, TX
Broker

Matthew Chalmers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in College Station, TX, 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 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

526 University Drive West, Suite C, College Station, TX, 77840

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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 the sole proprietor of Chalmers Wealth Advisors, which is the DBA name for his role as an RJFS Financial Advisor. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 12 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2008 - February 2013 · 4 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 2006 - February 2013 · 6 yrs 11 mos
State Registrations15 states
ARCAGAINLAMINMOHORPASCTXVAWAWI
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.