ME
ME

Matthew Elam

10 Years of Experience
South Hill, VA
Broker

Matthew Elam is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Hill, VA, with 10 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
Loading...

Location

905 N Mecklenburg Ave, South Hill, VA, 23970

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew works as an associate/employee at Benchmark Community Bank, creating customized investment plans for customers. This takes about half of Matthew's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
State Farm Vp Management CORP.Broker
April 2019 - September 2022 · 3 yrs 5 mos
Foresters Financial Services, INC.Broker
September 2014 - August 2018 · 3 yrs 11 mos
State Registrations4 states
NCNJVAWA
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.