Matthew H. Riggins

MASH FINANCIAL PLANNING

Jacksonville, FL 32258

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CRD#: 6365971

Professional summary

Matthew Harris Riggins, CFP® is a registered financial advisor currently at MASH FINANCIAL PLANNING located in Jacksonville, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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: Riggins & Forsyth Properties Investment Related: No Address: 6731 Arching Branch Circle, Jacksonville, Florida 32258 Nature of Business: Business entity for tax/investment purposes only Position: Managing Partner Start Date of Relationship: 06/10/2017 Hours per Month: 60 Hours during Securities Trading Hours: 0 Duties: Help pick properties to buy and rehab. Help determine budget, and selling price. Assist in the actual rehab of the property. Name: Roy Miller and Associates Investment Related: No Address: 8864 Goodby's Executive Drive #6, Jacksonville, FL 32217 Nature of Business: CPA Firm that does tax preparation, tax planning, bookkeeping, and payroll Position: Tax Preparer Start Date of Relationship: 02/01/19 Hours per Month: 60 Hours during Securities Trading Hours: 30 Duties: Tax preparation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Harris Riggins'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 3, 2019 - Present

MASH FINANCIAL PLANNING

Office #1: 12574 Flagler Center Blvd Ste 101, Jacksonville, FL 32258

RIA

CRD#: 300937

Jacksonville, FL

Past

April 20, 2015 - November 13, 2018

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

JACKSONVILLE, FL

Past

March 13, 2015 - November 9, 2018

LPL FINANCIAL LLC

CRD#: 6413

JACKSONVILLE, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/3/2019)

IAR

Georgia
(9/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2015

General Securities Representative Examination

Current Firm

MASH FINANCIAL PLANNING

MASH FINANCIAL PLANNING | MASH FINANCIAL PLANNING PLLC

CRD#: 300937 / SEC#:

Florida

Registered Investment Advisory firm - (7/3/2019 Approved)

Georgia

Registered Investment Advisory firm - (9/23/2025 Approved)

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Contact information

Main Address

12574 Flagler Center Blvd Ste 101, Jacksonville, FL 32258

Mailing Address

Phone number

(904) 449-7600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	117
AUM (Assets Under Management)	$ 8,739,297

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew H. Riggins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Harris Riggins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASH FINANCIAL PLANNING

MERIT FINANCIAL ADVISORS

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2015

Current Firm

MASH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MASH FINANCIAL PLANNING

TRUST BUT VERIFY

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