Oliver
Matison
Beacon Financial Group
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About this Advisor
Oliver Matison is a financial advisor based in Dallas, Texas, working with Beacon Financial Group. Oliver has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Inc, Nfp Advisor Services, Beacon Financial Group, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Oliver has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Oliver is part of Beacon Financial Group, which operates out of Dallas, Texas. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Beacon Financial Group includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Financial Group Brokerage Details
$1,000,101,305
15
2,116
$472,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Oliver Matison Work History
Beacon Financial Group
Kestra Advisory Services, LLC
Beacon Financial Group
Kestra Investment Services, LLC
Nfp Advisor Services
Usaa Financial Advisors, Inc
Usaa Financial Planning Services, Inc
Disclosures
Please visit the SEC profile of Oliver Matison 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 Beacon Financial Group
Dallas, TX
Austin, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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