Mathew Tomlin (CRD# 6678111) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Largo, FL and has 1 year of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 6673621
Econologics Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Nov 2023 - Current | < 1 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Nov 2023 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Largo, FL | May 2022 - Nov 2023 | 1 |
| Steward Partners Global Advisory, LLC | Largo, FL | Mar 2022 - Nov 2023 | 1 |
| Steward Partners Investment Advisory, LLC | Largo, FL | Mar 2022 - Nov 2023 | 1 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Nov 2017 - May 2022 | 4 |
| Raymond James & Associates, Inc. | St Petersburg, FL | Aug 2019 - Mar 2022 | 2 |
| United States Marine Corps Reserve | Tampa, FL | May 2015 - Feb 2022 | 6 |
| Northwestern Mutual | Clearwater, FL | Feb 2017 - Nov 2017 | < 1 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Jun 2016 - Feb 2017 | < 1 |
| St. Petersburg College | Seminole, FL | Jun 2011 - May 2015 | 3 |
| E-z Money Pawn & Jewelry | Seminole, FL | Jun 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
-
Total Assets Under Management12,169MILLIONS
-
Total Number of Accounts27,637ACCOUNTS
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Average Account Value$440,314
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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