Matthew William Bagley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 01/2017
  Edward Jones
  Wilkesboro, NC
• 01/2017 → 12/2019
  Lpl Financial Llc
  Boone, NC
• 01/2020 → Present
  Raymond James Financial Services, Inc.
  Boone, NC
• 02/2018 → Present
  Banner Elk Car Wash
  Banner Elk, NC
• 03/2020 → Present
  First Community Bank
  Boone, NC

Previous Registrations

• 2017-01-23 → 2019-12-31
  Lpl Financial Llc
  Boone, NC
  Boone, NC
  San Diego, CA
  Abingdon, VA
  Banner Elk, NC
  Knoxville, TN
• 2013-08-12 → 2017-01-18
  Edward Jones
  Wilkesboro, NC
  St Louis, MO
• 2012-04-18 → 2013-01-28
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Boone, NC
• 2010-07-07 → 2012-04-11
  Valic Financial Advisors, Inc.
  Greensboro, NC
• 2001-03-08 → 2002-04-19
  Banc Of America Investment Services, Inc.
  Charlotte, NC

Other Businesses

(1)Name of Business: Knights of Columbus - Boone Council Address: 259 Pilgrims Way, Boone, NC, 28607, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain checking account and report on monthly. (2)Name of Business: MPGJ II LLC dba Banner Elk Car Wash Address: 1944 Tynecastle Hwy, Banner Elk, NC, 28604, United States Activity Type: Business Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 03/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage a small car wash. Family owned. (3) Name of Business: FIRST COMMUNITY WEALTH MANAGEMENT Address: 1013 Highway 105, Boone, NC, 28607, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor

Exams

• S66 Uniform Combined State Law Examination
  2010-06-25
• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1999-08-10

Designations

• Certified Financial Planner

Other Names

• Matt William Bagley