Stephen
Mathiason
Equity Services, Inc
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About this Advisor
Stephen Mathiason is a financial advisor based in Southlake, Texas, working with Equity Services, Inc. Stephen has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance, Mathiason Financial Services, Kelly Francis Publishing, Equity Services, Inc, and National Life Group. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Equity Services, Inc, which operates out of Southlake, Texas. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephen Mathiason Work History
Equity Services, Inc
National Life Group
Kelly Francis Publishing
Mathiason Financial Services
Ameritas Investment Corp
Ameritas Life Insurance
Disclosures
Please visit the SEC profile of Stephen Mathiason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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