Matthew Giliam
Matthew Giliam is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hayden, ID, 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
Hayden, ID
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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 Leonard & Martens, LLC, handling daily operations, client meetings, and trade placement, dedicating about half his time to this role. He also continues to work for J.S. Leonard and Associates, LLC as an employee, but devotes minimal time to this support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations37 states
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