RM
RM
Richard Mathews is a registered investment advisor, based in Naples, FL, with 13 years of industry experience.
Location
8710 Addison Place Dr, Unit 4, Naples, FL, 34119-7877
Get directionsHistory
Regulatory History (2)
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Regulatory
February 2008Final
Criminal
May 1995Final Disposition
Other Business ActivitiesSells Insurance
Richard owns Richard Mathews Insurance Agency, where he services customers and supervises employees, dedicating about half his time. He also owns Kushite Capital Group LLC, Mashburn Capital Group LLC, and Chapman Group LLC for investment real estate purposes, spending minimal time on each.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
June 2024 - Present · 1 yr 11 mos
State Farm Vp Management CORP.
June 2024 - Present · 1 yr 11 mos
State Farm Investment Management CORP.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
State Farm Vp Management CORP.Broker
February 2019 - May 2019 · 3 mos
State Farm Vp Management CORP.Broker
July 2006 - December 2017 · 11 yrs 5 mos
State Registrations1 state
FL
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.