Matthew Irving, financial advisor Vancouver, Bc

Matthew Irving

CRD Number: 7717490
Current Firm: Raymond James (usa) Ltd

Matthew Irving (CRD# 7717490) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, Bc, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Raymond James Vancouver, Bc, Mar 2023 - Current 1
Simon Fraser University Vancouver, Bc, Jan 2019 - Dec 2022 3
Seymour Golf And Country Club Vancouver. Bc, May 2018 - Dec 2022 4
Royal Bank Of Canada Vancouver, Bc, Sep 2021 - Dec 2021 < 1
Work Safe Bc Vancouver, Bc, Jan 2020 - Apr 2020 < 1
Capilano University Vancouver, Bc, Sep 2017 - Dec 2018 1
Mcdonald's Restaurant North Vancouver, Bc, Aug 2016 - May 2018 1
Thomas Aquinas High School Vancouver, Bc, Sep 2012 - Jun 2017 4
Pacific National Exhibition Vancouver, Bc, Aug 2015 - Sep 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2023
Contact Info for Matthew S. Irving
Phone Number: 877-570-7558
Firm Website: https://www.rjlu.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,270
    MILLIONS
  • Total Number of Accounts
    3,796
    ACCOUNTS
  • Average Account Value
    $334,546
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.