Matthew
Karis

Lpl Financial LLC

CRD#4050651
Investment Advisor
in Atlanta, GA
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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

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4200 Northside Pkwy. Bldg. 1 Ste. 200
Atlanta, GA 30327

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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
  • Other

Matthew Karis Work History

Matthew has 10 years of experience.

2018 - Present (1 years)

Private Advisor Group, LLC

2018 - Present (1 years)

Lpl Financial LLC

2011 - 2018 (7 years)

Invest Financial Corporation

2010 - 2011 (1 years)

Sage Southeaster Securities, Inc

2009 - 2011 (2 years)

First Legacy Securities, LLC

2008 - 2009 (1 years)

Reliance Securities, LLC

Disclosures

Matthew Karis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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