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Matthew Mckamey

19 Years of Experience
St. Petersburg, FL
Broker

Matthew Mckamey is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 19 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2011 - January 2024 · 12 yrs 11 mos
Charles Schwab & CO., INC.
February 2011 - January 2024 · 12 yrs 11 mos
Suntrust Investment Services, INC.
November 2009 - August 2010 · 9 mos
Suntrust Investment Services, INC.Broker
September 2009 - August 2010 · 11 mos
Wells Fargo Advisors, LLCBroker
June 2006 - September 2009 · 3 yrs 3 mos
State Registrations1 state
GA
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 Mckamey - Financial Advisor | TrueAdvisor