Paul Matheson (CRD# 322750) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Los Angeles, CA and has over 37 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cheviot Value Management, LLC | Beverly Hills, CA | Oct 2022 - Current | 1 |
| Wedbush Morgan Securities | Los Angeles, CA | Mar 2009 - Sep 2022 | 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management823MILLIONS
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$751,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, NH, NY, OR, TX, VA, WA
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