Paul MathesonCRD Number: 322750
Current Firm: Wedbush Securities Inc.
Paul Matheson (CRD# 322750) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 35 years of experience in the finance industry.
Raymond James & Associates, Inc.
Awm Capital, LLC
Bluepoint Wealth Advisors
|Wedbush Morgan Securities||Los Angeles, CA||Mar 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,143MILLIONS
Total Number of Accounts7,460ACCOUNTS
Average Account Value$555,363
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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