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 5 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||5|
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Aug 2012 - Current||5|
|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
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