Kent Matson, financial advisor San Francisco CA
93 score

Kent Matson

CRD Number: 5531239
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kent Matson (CRD# 5531239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Apr 2010 - Current 6
Axa-advisors, LLC San Francisco, CA Jul 2008 - Apr 2010 1
Ameriprise Financial San Francisco, CA May 2008 - Jul 2008 < 1
Ameriprise Financial San Francisco, CA May 2008 - Jul 2008 < 1
Prosper Marketplace San Francisco, CA Feb 2008 - May 2008 < 1
Prosper Marketplace San Francisco, CA Feb 2008 - May 2008 < 1
Unemployed Acampo, CA Dec 2007 - Feb 2008 < 1
Unemployed Acampo, CA Dec 2007 - Feb 2008 < 1
Vino Con Brio Winery Lodi, CA Aug 2007 - Dec 2007 < 1
Vino Con Brio Winery Lodi, CA Aug 2007 - Nov 2007 < 1
San Francisco Unified School Dist. San Francisco, CA Jun 2004 - Aug 2007 3
San Francisco Unified School Dist. San Francisco, CA Feb 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Kent Matson
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Kent Matson and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.