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Matthew Gallion

6 Years of Experience
St Louis, MO
Broker

Matthew Gallion is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2021 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2019 - November 2021 · 2 yrs 5 mos
State Registrations10 states
ALCACOILINKSMOOHORTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.