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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
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 |
- CA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$285,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA
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