Larry Matson, financial advisor Ogden UT
93 score

Larry Matson

CRD Number: 1078881
Current Firm: Allegis Investment Advisors, LLC

Larry Matson (CRD# 1078881) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Ogden, UT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services Ogden, UT Jan 2016 - Current < 1
Allegis Investment Advisors Ogden, UT Jan 2016 - Current < 1
Matson Financial Group Ogden, UT Sep 1993 - Current 23
Self Employed Ogden, UT Aug 1993 - Current 23
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Jan 2016 1
Spc Ann Arbor, MI Jul 2003 - Jan 2016 12
Sammons Securities Company, LLC Ann Arbor, MI Feb 2002 - Aug 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Larry E. Matson
Phone Number: 208-529-3462
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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