Larry MatsonCRD 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 27 years of experience in the finance industry.
Foresters Equity Services, Inc.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
|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||24|
|Self Employed||Ogden, UT||Aug 1993 - Current||24|
|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|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.