Scott Mathewson is a CFP-designated registered investment advisor at LPL Financial LLC, based in South Jordan, UT, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
South Jordan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott owns rental real estate property since 2018, dedicating minimal time to it. He also has a business entity, Elevare LLC, for tax/investment purposes since 2016, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
LPL Financial Corporation
LPL Financial LLCBroker
Wellspring Wealth Management LLC
Investlinc Securities, LLCBroker
Investlinc Wealth Services
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.