Larry
Matson
Ars Investment Advisors, Inc
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About this Advisor
Larry Matson is a financial advisor based out of Bountiful, Utah with a total of 5 years of relevant experience. Matson works at Ars Investment Advisors, Inc. Over the course of their career, they have held roles at Matson Financial Group, Sammons Securities Company, LLC, Spc, Parkland Securities, LLC, Allegis Investment Services, Allegis Investment Advisors, Ars, United Planners' Financial Services Of America A Limited Partner, Larry E. Matson - Independent Insurance and Matson & Company LLC. Matson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Idaho and Utah. Ars Investment Advisors, Inc is a financial advisory business based in Bountiful, UT. The company has a total of seven financial advisors. It oversees $107 million in total assets between its 513 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 513 accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. Ars Investment Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Ars Investment Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ars Investment Advisors, Inc Brokerage Details
$107,435,000
7
513
$209,425
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Larry Matson Work History
Larry has been registered as a financial advisor for 5 years.*
United Planners' Financial Services Of America A Limited Partner
Ars
Matson & Company LLC
Matson Financial Group
Larry E. Matson - Independent Insurance
Allegis Investment Services
Allegis Investment Advisors
Parkland Securities, LLC
Spc
Sammons Securities Company, LLC
*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 Larry Matson 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 Ars Investment Advisors, Inc
Bountiful, UT
Bountiful, UT
North Salt Lake, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
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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