MD
MD

Matthew Dukovich

8 Years of Experience
Allison Park, PA
Broker

Matthew Dukovich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allison Park, PA, with 8 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

2858 Oxford Blvd, Allison Park, PA, 15101

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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 financial advisor at Dukovich & Associates Financial Services, Inc. and owns LVL Up LLC, a streetwear business. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 10 mos
State Registrations7 states
CACOFLNCPASCVA
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 Dukovich - Financial Advisor | TrueAdvisor