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Scott Harrison Mattson

LBA WEALTH MANAGEMENT, LLC·JACKSONVILLE, Florida
Clean recordLBA WEALTH MANAGEMENT, LLC
501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 6631903Firm CRD# 113309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Harrison Mattson · JACKSONVILLE, FL
Registration
CRD #6631903 · LBA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Harrison Mattson is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with LBA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LBA WEALTH MANAGEMENT, LLC
LBA WEALTH MANAGEMENT, LLC
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 6631903
Firm CRD# 113309
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Harrison Mattson offer?
Scott Harrison Mattson specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Scott Harrison Mattson's credentials?
Scott Harrison Mattson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Harrison Mattson located?
Scott Harrison Mattson is based in JACKSONVILLE, Florida, working with LBA WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Scott Harrison Mattson charge for services?
Scott Harrison Mattson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LBA WEALTH MANAGEMENT, LLC?
LBA WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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