Matthew AtchisonCRD Number: 6084156
Current Firm: Raymond James Financial Services Advisors, Inc.
Matthew Atchison (CRD# 6084156) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Southwestern Investment Group||Omaha, NE||Aug 2012 - Current||4|
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Aug 2012 - Current||4|
|Raymond James Financial Services||Nashville, TN||Jun 2012 - Current||5|
|Southwestern Company||Nashville, TN||May 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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