Matthew
Raves

Investment Research Corp

CRD#5615774
Investment Advisor
in Lago Vista, TX

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About this Advisor

Matthew Raves is a financial advisor based in Lago Vista, Texas, working with Investment Research Corp. Matthew has previously held positions at Edward Jones, Investment Research Corporation, Landart America, LLC, Raves & Associates, Pllc, Ameritas Life Insurance Corp, and World Capital Brokerage, Inc. Matthew has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Matthew is part of Investment Research Corp, which operates out of Lago Vista, Texas. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lago Vista, TX

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Investment Research Corp Brokerage Details

Total Assets Under Management

$52,021,890

TX Average: $2,349,664,866
Total Number of Employees

17

TX Average: 28
Total Number of Accounts

150

TX Average: 1,101
Average Account Size

$346,813

TX Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Raves Work History

2024 - Present (1 year)

Investment Research Corporation

2024 - Present (1 year)

World Capital Brokerage, Inc

2023 - Present (2 years)

Raves & Associates, Pllc

2024 - 2024 (< 1 year)

Ameritas Life Insurance Corp

2018 - 2023 (5 years)

Landart America, LLC

2013 - 2018 (5 years)

Edward Jones

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Disclosures

Please visit the SEC profile of Matthew Raves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Investment Research Corp

Matthew Raves
Lago Vista, TX
Phillip Horton
Jacksonville, FL
Todd Smith
Denver, CO
Brian Regan
Pittsburgh, PA
Michael Summers
York, PA
Jason Anderson
Denver, CO
Wayne Corcoran
Denver, CO
Paul Foster
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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