Matthew
Dickson

Littlejohn Financial Services Inc

CRD#7379964
Investment Advisor
in Roseburg, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Dickson is a financial advisor based in Roseburg, Oregon, working with Littlejohn Financial Services Inc. Matthew has previously held positions at Littlejohn Financial Services, Inc, Roseburg School District, Glide School District, and Douglas County Forest Protective Association. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Matthew is part of Littlejohn Financial Services Inc, which operates out of Roseburg, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $130.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Littlejohn Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2435 Nw Kline St. Suite 200
Roseburg, OR 97471

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Littlejohn Financial Services Inc Brokerage Details

Total Assets Under Management

$129,999,302

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,212

OR Average: 1,309
Average Account Size

$107,260

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Matthew Dickson Work History

2021 - Present (3 years)

Littlejohn Financial Services, Inc

2017 - 2021 (4 years)

Roseburg School District

2014 - 2014 (< 1 year)

Douglas County Forest Protective Assocation

2013 - 2017 (4 years)

Glide School District

Disclosures

Please visit the SEC profile of Matthew Dickson 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 Littlejohn Financial Services Inc

Matthew Dickson
Roseburg, OR
Fred Littlejohn
Roseburg, OR
Wesley Holt
Salem, OR
Justin Bruggeman
Roseburg, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started