Sascha Mathis, financial advisor Easley SC

Sascha Mathis

CRD Number: 4266239
Current Firm: Lpl Financial LLC

Sascha Mathis (CRD# 4266239) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Easley, SC May 2017 - Current 6
South State Bank Easley, SC May 2017 - Current 6
Suntrust Advisory Services Atlanta, GA Sep 2016 - May 2017 < 1
Suntrust Investment Services,inc. Atlanta, GA Jan 2011 - May 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Sascha T. Mathis
Phone Number: 704-733-3300
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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