Matthew Davidson
Matthew Davidson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
715 Hale Street, Beverly, MA, 01915
Get directionsHistory
Regulatory History (2)
Criminal
August 2006Criminal
January 2005Other Business ActivitiesSells Insurance
Matthew works as an associate/employee providing financial advisory services at Littlefield & Associates, dedicating about half his time to this role. He also acts as a representative for several other Littlefield entities and will become a licensed insurance agent, spending a few hours per week on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations25 states
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