Oliver Earl Matison
CFP®, CPWA®Professional Summary
Oliver Earl Matison, CFP®, CPWA® is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas. Oliver is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Oliver has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.
Contact Information
Main Address
17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654Phone Number
(972) 726-9888# of Employees
18SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,152AUM (Assets Under Management)
$1,304,179,817Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.
State Registrations and Notice Filings
(11/19/2014)
(11/5/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1996About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Oliver Earl Matison's CRS (Customer Relationship Summary).
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