Matthew
Dickson
Littlejohn Financial Services Inc
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About this Advisor
Matthew Dickson is a financial advisor based out of Roseburg, Oregon who has 2 years of relevant experience. Dickson is on the advisory team at Littlejohn Financial Services Inc. Over the course of their career, they have held roles at Littlejohn Financial Services, Inc, Roseburg School District, Glide School District, Dc Farmers Coop and Douglas County Forest Protective Assocation. Dickson holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Oregon. Littlejohn Financial Services Inc is a firm operating out of Roseburg, OR. The investment advisory business has a total of seven advisors. It has $111 million in total assets between its 1,162 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,162 client accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets. Littlejohn Financial Services Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees usually depend on which services are offered. However, fee types charged by Littlejohn Financial Services Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Littlejohn Financial Services Inc Brokerage Details
$110,904,590
7
1,162
$95,443
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
Matthew has been registered as a financial advisor for 2 years.*
Littlejohn Financial Services, Inc
Roseburg School District
Douglas County Forest Protective Assocation
Glide School District
Dc Farmers Coop
*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 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
Roseburg, OR
Roseburg, OR
Salem, OR
Roseburg, OR
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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