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Matthew Wyatt

11 Years of Experience
Uvalde, TX
Broker

Matthew Wyatt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Uvalde, TX, with 11 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

426 East Nopal, Uvalde, TX, 78801

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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 a committee member advising church leaders on finance, dedicating minimal time. He also works as a financial advisor at The Bank and Trust, taking about half of his time, and is affiliated with Westex Investments through the bank, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2015 - Present · 11 yrs 5 mos
State Registrations26 states
AKALAZCACOCTDEFLGAHIIDLAMDMOMSNCNMNVOHOKORTNTXUTVAWA
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 Wyatt - Financial Advisor | TrueAdvisor