Matthew SullivanCRD Number: 4546820
Current Firm: Raymond James Financial Services Advisors, Inc.
Matthew Sullivan (CRD# 4546820) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dupont, WA and has over 15 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Wealth Management, Pllc
|Raymond James Financial Services Advisors||Dupont, WA||Jun 2010 - Current||7|
|Raymond James Financial Services||Dupont, WA||Nov 2009 - Current||8|
|Wells Fargo||Tacoma, WA||Jan 2008 - Nov 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY