Paul
Mathewson

Commonwealth Financial Network

CRD#3079515
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Paul Mathewson is a financial advisor based in Salt Lake City, Utah, working with Commonwealth Financial Network. Paul has previously held a position at Commonwealth Financial Network. Paul has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, Paul is part of Commonwealth Financial Network, which operates out of Salt Lake City, Utah. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4525 South Wasatch Blvd. Suite 250
Salt Lake City, UT 84124

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

UT Average: $16,012,751,954
Total Number of Employees

4,500

UT Average: 118
Total Number of Accounts

623,075

UT Average: 4,567
Average Account Size

$284,126

UT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Mathewson Work History

2002 - Present (22 years)

Commonwealth Financial Network

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Mathewson 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Brian Cummings
Mount Pleasant, SC
Michael Oberdorf
Sea Girt, NJ
David Barse
San Diego, CA
Tyler Downing
Plano, TX
Michael Williams
Dallas, TX
Jason Runung
Englewood, CO

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.

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