Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowMatthew Irving is a financial advisor at Raymond James (USA) Ltd. with a Series 65 credential and two years of industry experience. Prior to joining Raymond James in 2023, he held positions at the Royal Bank of Canada and Work Safe BC. He has additional work experience in education and service sectors. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management primarily through its Ambassador wrap-fee program. The firm serves individuals, high net worth clients, trusts, pension plans, and institutional clients, emphasizing asset allocation, diversification, and long-term investing.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
2 years of industry experience
Raymond James
2023 - Present • 3 years
Vancouver, Bc
Royal Bank of Canada
2021 - 2021 • 1 year
Vancouver, Bc
Work Safe BC
2020 - 2020 • 1 year
Vancouver, Bc
Simon Fraser University
2019 - 2022 • 3 years
Vancouver, Bc
Seymour Golf and Country Club
2018 - 2022 • 4 years
Vancouver. Bc
Capilano University
2017 - 2018 • 1 year
Vancouver, Bc
McDonald's Restaurant
2016 - 2018 • 2 years
North Vancouver, Bc
Thomas Aquinas High School
2012 - 2017 • 5 years
Vancouver, Bc
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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