Best Investors Account Sign in

Matthew Morris Gordon

Raymond James & Associates, Inc.

Birmingham, AL

CRD 6305096

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-19
AL RA APPROVED 2014-07-03
  • TX RA
    APPROVED_RES
    Since 2019-11-19
  • AL RA
    APPROVED
    Since 2014-07-03

Branch Locations

2900 Highway 280 Suite 100, Birmingham, AL 35223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Birmingham AL 02/2014 Present
Briarwood Christian School Birmingham AL 07/2013 12/2020
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-02
  • S66 Uniform Combined State Law Examination
    2014-07-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
PMD ADVISORY

Nearby Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL

More in Birmingham, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor