Matthew W Gourgues

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

• 09/2010 → 06/2017
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 12/2010 → 06/2017
  Usaa Financial Planning Services, Inc
  Tampa, FL
• 03/2019 → Present
  Raymond James & Associates
  St Petersburg, FL
• 03/2019 → Present
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 03/2019 → Present
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL
• 06/2017 → 03/2019
  Koba Apps Llc
  Orlando, FL

Previous Registrations

• 2010-12-03 → 2017-06-21
  Usaa Financial Planning Services
  Tampa, FL
  San Antonio, TX

Other Businesses

Nawlins Snowballs LLC mobile concession trailer selling shaved ice treats 1/18/18 Manager/owner 0 hrs devoted during trading hours, 1-2 hours devoted per week

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01

Other Names

• Matthew W Gourgues
• Matthew Walter Gourgues