Matthew Elam (CRD# 6384713) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Hill, VA and has over 9 years of experience in the finance industry.
CRD# 4975809
Edward Jones
CRD# 4556242
Boelte O'hara Wealth Management
CRD# 5953420
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | South Hill, VA | Jan 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | South Hill, VA | Oct 2022 - Current | 1 |
| Benchmark Community Bank | South Hill, VA | Oct 2022 - Current | 1 |
| Benchmark Financial Solutions | Clarksville, VA | Oct 2022 - Current | 1 |
| State Farm Vp Management Corp | Chase City, VA | Apr 2019 - Oct 2022 | 3 |
| David S Buchanan Jr Insurance Agency | Chase City, VA | Aug 2018 - Oct 2022 | 4 |
| Foresters Financial Services | Glen Allen, VA | Jun 2015 - Jul 2018 | 3 |
| First Investors Corporation | Richmond, VA | Sep 2014 - Jun 2015 | < 1 |
| Unemployed | Bracey, VA | Aug 2014 - Sep 2014 | < 1 |
| Mecklenburg County Public Schools | Boydton, VA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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