Matthew Wilbur
Matthew Wilbur is a registered investment advisor at Raymond James & Associates, INC., based in Athens, GA, with 13 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2470 Daniels Bridge Road, Bldg 100 Ste 151, Athens, GA, 30606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Suntrust Investment Services, INC.Broker
State Registrations6 states
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