Matthew CoffeyCRD Number: 5924266
Current Firm: Raymond James Financial Services Advisors, Inc.
Matthew Coffey (CRD# 5924266) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||Tampa, FL||Jul 2013 - Current||3|
|Raymond James Financial Services, Inc.||Tampa, FL||Mar 2013 - Current||4|
|Hausinger Financial LLC||Tampa, FL||Mar 2013 - Current||4|
|Sports Facilities Advisory||Clearwater, FL||Jun 2012 - Jan 2013||< 1|
|Raymond James Financial Services, Inc.||Tampa, FL||May 2012 - Jun 2012||< 1|
|Hausinger Financial/raymond James||Tampa, FL||Jun 2011 - Jun 2012||1|
|University Of Tampa||Tampa, FL||Aug 2010 - May 2012||1|
|Usc Consulting Group||Tampa, FL||Jun 2011 - Aug 2011||< 1|
|Outback Steak House, Inc.||Tampa, FL||Apr 2008 - May 2010||2|
|Florida State University||Tallahassee, FL||Aug 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
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