Matthew Harris, financial advisor Ashland OH
93 score

Matthew Harris

CRD Number: 3116683
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Harris (CRD# 3116683) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Ashland, OH Jun 2014 - Current 2
Raymond James Financial Services Ashland, OH Jun 2014 - Current 2
Whitaker-myers Wealth Managers Wooster, OH May 2014 - Current 2
Whitaker-myers Benefit Plans Ashland, OH May 2013 - Current 3
Whitaker-myers Insurance Ashland, OH Mar 2013 - Current 3
Sagepoint Financial Brunswick, OH May 2013 - May 2014 1
Ashland University Ashland, OH May 2011 - Mar 2013 1
Mml Investors Services, Inc. Mansfield, OH Aug 1998 - May 2011 12
Massachusetts Mutual Life Insurance Company Springfield, MA May 1998 - May 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Matthew G. Harris
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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