Phillip Matheson, financial advisor Aliso Viejo CA

Phillip Matheson

CRD Number: 3032213
Current Firm: Accelerate Retirement

Phillip Matheson (CRD# 3032213) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Accelerate Retirement Aliso Viejo, CA May 2023 - Current < 1
Nfp Retirement Aliso Viejo, CA Dec 2021 - Jul 2023 1
Kestra Investment Services, LLC Alliso Viejo, CA Jan 2022 - Mar 2023 1
Triad Advisors Norcross, GA Jan 2019 - Dec 2021 2
Resources Investment Advisors Overland Park, KS Dec 2018 - Dec 2021 3
Lpl Financial, LLC Irvine, CA Dec 2016 - Dec 2018 2
Independent Financial Partners Irvine, CA Dec 2016 - Dec 2018 2
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Dec 2016 < 1
Nfp Securities, Inc. Austin, TX Aug 2014 - Apr 2016 1
Centennial Group Costa Mesa, CA Mar 2010 - Aug 2014 4
Financial Telesis Inc. San Rafael, CA Mar 2010 - Aug 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Phillip A. Matheson
Phone Number: 888-439-7071
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $285,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA

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