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Matthew Harris Riggins

Mash Financial Planning

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About Matthew Harris Riggins

Matthew Riggins is a financial advisor with Mash Financial Planning, located in Jacksonville, FL. Matthew has been working in the financial industry since 2015. Matthew holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Matthew also provides tax preparation services through Roy Miller & Associates. Matthew specializes in financial planning, retirement planning, and investment management.

Firm Information

Matthew Riggins is currently registered with Mash Financial Planning. Mash Financial Planning is an independent financial planning firm that provides financial advice to individuals, families, and small businesses. They offer a range of services, including financial planning, tax preparation, portfolio management, and retirement planning. Mash Financial Planning has a team of experienced financial professionals who are committed to helping their clients achieve their financial goals. They also offer wrap fee programs, which can provide investors with a comprehensive and cost-effective way to manage their investments.

$5.31M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Riggins’s Registration & Firm History

FL

07/03/2019 - Present

Mash Financial Planning (JACKSONVILLE FL)

FL

03/13/2015 - 11/09/2018

LPL FINANCIAL LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 03/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Harris Riggins.
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