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Matthew Walker

18 Years of Experience
Murfreesboro, TN
BrokerSells Insurance

Matthew Walker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murfreesboro, TN, 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 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

615 Memorial Blvd, Murfreesboro, TN, 37129

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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 ActivitiesSells Insurance

Matthew works as a branch manager for FirstBank and FirstBank Investment Partners, dedicating about half his time to each. He also works as an agent for FirstBank Insurance Inc, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
February 2018 - January 2021 · 2 yrs 11 mos
LPL Financial LLCBroker
February 2018 - January 2021 · 2 yrs 11 mos
Invest Financial Corporation
November 2013 - February 2018 · 4 yrs 3 mos
Invest Financial CorporationBroker
November 2007 - February 2018 · 10 yrs 3 mos
State Registrations43 states
AKALARAZCACODCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXVAWAWIWV
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 Walker - Financial Advisor | TrueAdvisor