Matthew David Mccalla
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2024 to now
- Raymond James Financial Services, Inc.Nov 2024 to now
- Ameriprise Financial Services, LLCJul 2023 to Nov 2024
- UnemployedMar 2023 to Jul 2023
- LPL Financial LLCFeb 2021 to Mar 2023
- Your Home Sold Guaranteed RealtyAug 2020 to Feb 2021
- UnemployedMay 2020 to Jul 2020
- Wheaton CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7253139
- Firm CRD
- 149018