Matthew Morrison Borders
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCJul 2025 to now
- Kestra Investment Services, LLCJul 2025 to now
- Kestra Private Wealth Services, LLCJul 2025 to now
- LPL Financial, LLCJun 2019 to Jul 2025
- Raymond James Financial Services Advisors, IncJan 2018 to Jun 2019
- Raymond James Financial Services, Inc.Jan 2018 to Jun 2019
- Borders, White and Tait, LLCJan 2018 to Aug 2018
- Securities America, Inc.Nov 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4702310
- Firm CRD
- 283330