Derek Mathison, financial advisor Atlanta GA
90 score

Derek Mathison

CRD Number: 5917829
Current Firm: Lpl Financial LLC

Derek Mathison (CRD# 5917829) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Atlanta, GA Jul 2014 - Current 2
Delta Community Credit Union Atlanta, GA Oct 2008 - Current 8
Cuna Brokerage Services, Inc. Waverly, IA Apr 2011 - Jul 2014 3
Dicks Sporting Goods Atlanta, GA Aug 2002 - Mar 2011 8
Delta Airlines Atlanta, GA Jun 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Derek P. Mathison
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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