Trevor Mattson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Lpl Financial Llc
  Santa Barbara, CA
• 01/2022 → 06/2023
  Artera Inc
  Santa Barbara, CA
• 02/2018 → 12/2021
  Deckers Outdoor Corporation
  Goleta, CA
• 08/2013 → 05/2017
  Springfield College
  Springfield, MA
• 06/2017 → 01/2018
  University Of California Santa Barbara
  Goleta, CA
• 07/2023 → Present
  Lpl Financial Llc
  Santa Barbara, CA

Other Businesses

1) 10/2023 - The Advisory One Group LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 10/2023 - Santa Barbara Volleyball Club - Outside/W-2 Employment - Non-inv. Related - Santa Barbara, CA - Trainer - Start Date 10/09/2023 - 8hrs/month - 5% time spent

Exams

• S66 Uniform Combined State Law Examination
  2024-04-12