Evan Mattern
Evan Mattern is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2344 Washington Street, 2nd Floor, Newton Lower Falls, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is an independent contractor for Lightship Wealth Strategies, dedicating about a quarter of his time. He is also an officer (President, VP, Treasurer, and Secretary) of Mattern Wealth Strategies, spending more than half his time on this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial NetworkBroker
State Registrations33 states
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