MN
MN

Matthew Norris

11 Years of Experience
Hudson, OH
Broker

Matthew Norris is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hudson, OH, 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

5790 Hudson Drive, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is an associate/employee at Wentz Financial Group, a support company, since 2015. He dedicates about half of his time to product research/due diligence and working as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2015 - Present · 11 yrs 3 mos
Previous Registrations
Westminster Financial Securities, INC.Broker
March 2015 - April 2015 · 1 mo
State Registrations17 states
AZCACTFLGAMAMDMIMONCNYOHPATNTXVAWI
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.