Donald Matthewson (CRD# 323201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bishop, CA and has over 42 years of experience in the finance industry.
CRD# 5355221
J.p. Morgan Securities LLC
CRD# 6104439
Advisor Resource Council
CRD# 3251160
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bishop, CA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Bishop, CA | Jan 2019 - Mar 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Minden, NV | Nov 2016 - Jan 2019 | 2 |
| Wells Fargo Advisors LLC | Minden, NV | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1981 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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