Daniel
List
Matson Money, Inc
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About this Advisor
Daniel List is a financial advisor based in Mason, Ohio who has 25 years of industry experience. List is an advisor for Matson Money, Inc. They have spent their whole career at Matson Money, Inc. List maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, Ohio, Oklahoma and Texas. Matson Money, Inc is a registered investment business that has its headquarters in Mason, OH. The company has a total of 69 advisors. It oversees $18 billion in assets among its 30,322 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 65 charitable organizations. Of its 30,322 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Matson Money, Inc performs a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Matson Money, Inc likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matson Money, Inc Brokerage Details
$17,683,543,587
69
30,322
$583,192
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel List Work History
Daniel has been registered as a financial advisor for 25 years.*
Matson Money (F/K/A Abundance Technologies, Inc)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel List to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matson Money, Inc
Mason, OH
Scottsdale, AZ
Charlotte, NC
Mason, OH
Asheville, NC
Arden, NC
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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