Michael Mathewson, financial advisor Park City UT

Michael Mathewson

CRD Number: 4821923
Current Firm: Lpl Financial LLC

Michael Mathewson (CRD# 4821923) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 16 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Lpl Financial LLC Park City, UT Sep 2018 - Current 2
Zions Bank Park City, UT Jun 2013 - Current 7
Key Investment Services Park City, UT Aug 2007 - Jun 2013 5
Key Bank Park City, UT May 2006 - Jun 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Michael Mathewson
Phone Number: 704-733-3300
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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