Lpl Financial LLC
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About this Advisor
Matthew Karis is a certified financial planner who works out of Atlanta, Georgia. Currently a registered advisor with Lpl Financial LLC, Karis has 10 years of work experience. Karis maintains a Series 63 license, designating them as a securities broker. Karis is registered to operate based out of California, Georgia, Illinois, Michigan, North Carolina and Virginia. The advisor has gained experience at Sage Southeaster Securities, Inc, Reliance Securities, LLC, First Legacy Securities, LLC, Invest Financial Corporation, Private Advisor Group, LLC and Lpl Financial LLC. Lpl Financial LLC is based out of Atlanta, Georgia, and has 8,011 other locations in the United States. As a registered investment advisory firm, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
- Educational seminars/workshops
Matthew Karis Work History
Matthew has 10 years of experience.
Private Advisor Group, LLC
Lpl Financial LLC
Invest Financial Corporation
Sage Southeaster Securities, Inc
First Legacy Securities, LLC
Reliance Securities, LLC
Matthew Karis has no disclosures.
Please visit their SEC profile for more details.