MK
MK

Matthew Keator

16 Years of Experience
Metairie, LA
Broker

Matthew Keator is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 16 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

111 Veterans Blvd, Suite 1506, Metairie, LA, 70005

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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 an associate/employee at Financial Consulting Group, Inc., a support company, since 2014. He dedicates minimal time to administrative duties.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2011 - Present · 15 yrs 1 mo
Raymond James Financial Services, INC.
April 2011 - Present · 15 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
November 2009 - April 2011 · 1 yr 5 mos
Chase Investment Services CORP.Broker
November 2009 - April 2011 · 1 yr 5 mos
Edward Jones
April 2009 - July 2009 · 3 mos
Edward JonesBroker
April 2009 - July 2009 · 3 mos
State Registrations3 states
CALATX
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 Keator - Financial Advisor | TrueAdvisor