Matthew Witbeck
Matthew Witbeck is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Laurel, MS, with 5 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
1209 Highway 15 N, Laurel, MS, 39440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the name Trustmark Financial Services as a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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