Larry Matson (CRD# 1078881) is an Investment Advisor Representative working at Cwm, LLC in Kaysville, UT and has over 34 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, LLC | Omaha, NE | Jan 2024 - Current | < 1 |
Advanced Retirement Stategies | Kaysville, UT | May 2017 - Current | 6 |
Ars Investment Advisors, Inc. | Kaysville, UT | Feb 2016 - Current | 8 |
Matson & Company LLC | Ogden, UT | Aug 2005 - Current | 18 |
Matson Financial Group | Ogden, UT | Aug 1996 - Current | 27 |
Larry E. Matson - Independent Insurance | Ogden, UT | Aug 1996 - Current | 27 |
Self Employed | Ogden, UT | Aug 1993 - Current | 30 |
United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Mar 2019 - Jan 2024 | 4 |
Allegis Investment Services | Ogden, UT | Jan 2016 - Mar 2019 | 3 |
Allegis Investment Advisors | Ogden, UT | Jan 2016 - Mar 2019 | 3 |
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 |
- UT
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
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