Matheson Dain Ladd
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
3 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2025 to now
- Raymond James Financial Services, Inc.Jan 2025 to now
- Ladd Wealth Advisors LLCAug 2019 to now
- Bank of America N.A.Nov 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Dec 2024
- Raymond James Financial Services Advisors, IncAug 2023 to Oct 2023
- Raymond James Financial Services, Inc.Jan 2022 to Oct 2023
- Il Giorgione Pizzeria and Wine BarAug 2020 to Jul 2021
- Dicks Sporting GoodsMay 2020 to Aug 2020
- Raymond James- Ladd Wealth AdvisorsJul 2019 to Jan 2022
- Sports Promotions GroupMay 2019 to Aug 2019
- Augusta National Golf CourseApr 2018 to Apr 2019
- University of South CarolinaAug 2017 to May 2021
- Luther Stem Pools and SpasMay 2017 to Aug 2017
- Harper DentalAug 2016 to Nov 2016
- Northside High SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (AR, TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6959805
- Firm CRD
- 149018