MB
Matthew M. Borders
KESTRA ADVISORY SERVICES
Spokane Valley, WA 99216
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CRD#: 4702310
MB
Professional summary
Matthew Morrison Borders, AIF®, who also goes by Matt Borders, Matthew M Borders, Matthew Borders, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Spokane Valley, Washington and KESTRA INVESTMENT SERVICES, LLC located in Spokane Valley, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Borders | Matthew M Borders | Matthew Borders
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PACNORTH RETIREMENT GROUP POSITION: Financial Adviser NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 16201 E Indiana Ave, 2280, Spokane Valley WA 99216, United States DESCRIPTION: review fixed annuity options and recommend products based on client's risk tolerance, need and situation I also review life, LTC and disability needs and at times both recommend and sell insurance policies to meet client's needs Name: MATTHEW M. BORDERS, INC POSITION: President NATURE: Business Registration for Liability Protection and Tax Optimization INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 16201 E Indiana Ave, 2280, Spokane Valley WA 99216, United States DESCRIPTION: Pay overhead expenses and taxes. Operate the business. Name: ALLEGIS ADVISERS POSITION: Financial Adviser NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 75 W. Towne Ridge Parkway, #210, Sandy UT 84070, United States DESCRIPTION: As explained on a previous OBA, I utilize insurance products to meet client's life, disability and LTC insurance needs, as well as the occasional fixed annuity. I have worked with Allegis for a long-time and have a good relationship with them as an insurance resource. Name: BORDERS FAMILY LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 15 Paradise Cove Rd, Kettle Falls WA 99141, United States DESCRIPTION: None
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Morrison Borders's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 31, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 16201 E. Indiana Ave. Ste. 2280, Spokane Valley, WA 99216RIA
CRD#: 283330
Spokane Valley, WA
Current
July 31, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 16201 E Indiana Ave Ste 2280, Spokane Valley, WA 99216BD
CRD#: 42046
Spokane Valley, WA
Past
June 28, 2019 - August 4, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
SPOKANE VALLEY, WA
Past
June 28, 2019 - August 4, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
SPOKANE VALLEY, WA
Past
January 19, 2018 - July 2, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SPOKANE VALLEY, WA
Past
January 19, 2018 - July 2, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SPOKANE VALLEY, WA
Past
November 14, 2014 - January 19, 2018
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SPOKANE, WA
Past
November 14, 2014 - January 19, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SPOKANE, WA
Past
November 25, 2009 - November 14, 2014
SUNSET FINANCIAL SERVICES, INC.
RIA
CRD#: 3538
SPOKANE, WA
Past
November 25, 2009 - November 14, 2014
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
SPOKANE, WA
Past
September 14, 2007 - December 1, 2009
INSPHERE SECURITIES, INC.
RIA
CRD#: 136433
SPOKANE, WA
Past
July 20, 2007 - December 1, 2009
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
SPOKANE, WA
Past
May 9, 2006 - September 14, 2007
ALLEGIS ADVISORS, INC.
RIA
CRD#: 131242
SALT LAKE CITY, UT
Past
March 8, 2004 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
SPOKANE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(7/31/2025)
RR
Arizona(7/31/2025)
RR
California(7/31/2025)
RR
Colorado(7/31/2025)
RR
Georgia(7/31/2025)
RR
Idaho(7/31/2025)
RR
Illinois(7/31/2025)
RR
Indiana(7/31/2025)
RR
Kentucky(7/31/2025)
RR
Minnesota(10/10/2025)
RR
Montana(7/31/2025)
RR
Nevada(7/31/2025)
RR
Oregon(7/31/2025)
RR
South Dakota(7/31/2025)
RR
Texas(7/31/2025)
IAR
Texas(7/31/2025)
RR
Utah(7/31/2025)
RR
Virginia(8/12/2025)
RR
Washington(7/31/2025)
IAR
Washington(7/31/2025)
RR
Wyoming(7/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Spokane Valley, WA 99216TRUST BUT VERIFY
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