Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon R. Matheny is a financial advisor registered with Charles Schwab & Co., Inc. with over 20 years of experience in the industry. Dillon has a strong track record of providing financial advice and services to individuals and families. Dillon is currently registered with the state of Arizona and is licensed to sell securities in 53 other states and the District of Columbia. Dillon is also a Registered Investment Advisor in Arizona, California, and Texas. Dillon's previous experience includes working with USAA Investment Services Company and USAA Financial Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/10/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/08/2020 - 07/13/2021
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
03/07/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
02/13/2006 - 02/12/2007
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
TX
10/09/2000 - 10/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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