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||23|
|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
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