Evan Mattern is a CFP-designated registered investment advisor, based in Newton Lower Falls, MA, with 9 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold.
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
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.
Exams
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