Unclaimed
Matthew Casey Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial services industry for over 15 years. Matthew is registered with FINRA and the state of Tennessee. Matthew has a branch office in Murfreesboro, Tennessee. Matthew's previous employers include LPL Financial LLC and Invest Financial Corporation. Matthew has experience working with high-net-worth individuals, corporations, and other businesses. Matthew offers financial planning, portfolio management, and other financial services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
01/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
TN
02/14/2018 - 01/25/2021
LPL FINANCIAL LLC (MURFREESBORO TN)
TN
11/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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