Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Donald Mathewson has been a financial advisor for over 34 years, beginning his career on December 23, 1989. Scott is currently registered with LPL Financial LLC in South Jordan, UT. Prior to joining LPL Financial, Scott has held positions at a number of other firms including MML Investors Services, LLC, The Leaders Group, Inc., and Associated Securities Corp. Scott holds the Series 7, 63 and 65 licenses, as well as the SIE exam, and is a Certified Financial Planner. Scott is a member of the Mountain West Family Office Forum, a group dedicated to serving the needs of families with significant wealth. Scott's specialization is in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Scott provides a variety of advisory services, including financial planning, portfolio management, and consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
03/07/2023 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
12/11/2019 - 03/08/2023
MML INVESTORS SERVICES, LLC (Lehi UT)
CO
03/08/2016 - 12/12/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
09/08/2009 - 03/16/2016
LPL FINANCIAL LLC (ARLINGTON TX)
TX
05/28/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ARLINGTON TX)
TX
02/22/2006 - 03/09/2009
INVESTLINC SECURITIES, LLC (ARLINGTON TX)
CT
09/01/2000 - 06/08/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
AZ
12/21/1992 - 09/05/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IN
09/20/1988 - 09/17/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/20/1988 - 09/17/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/20/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Mathewson is the right advisor for you? Invested Better is here to help.
