Matthew Holzwarth
Matthew Holzwarth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chico, CA, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
780 Mangrove Ave, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as an associate/employee for Tri Counties Advisors and Tri Counties Bank, both starting in October 2023. He spends about half his time on each role, providing financial advising services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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