Matthew
Arhontas

Lpl Financial LLC

CRD#6018768
Investment Advisor
in Oak Brook, IL

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About this Advisor

Matthew Arhontas is a financial advisor based in Oak Brook, Illinois, working with Lpl Financial LLC. Matthew has previously held positions at Pnt Financial, Htg Capital Partners, Lpl Financial, LLC, and Horizon Wealth Management, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Matthew is part of Lpl Financial LLC, which operates out of Oak Brook, Illinois. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Office Location

1211 W. 22Nd St, Suite 209
Oak Brook, IL 60523

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

IL Average: $646,059,043
Total Number of Employees

35,841

IL Average: 13
Total Number of Accounts

1,910,545

IL Average: 661
Average Account Size

$242,588

IL Average: $977,396

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 Arhontas Work History

2016 - Present (8 years)

Lpl Financial, LLC

2016 - 2022 (6 years)

Horizon Wealth Management, LLC

2015 - 2016 (1 year)

Pnt Financial

2012 - 2015 (3 years)

Htg Capital Partners

Disclosures

Please visit the SEC profile of Matthew Arhontas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Alexander Brown
San Diego, CA
Meghan Clancy
Hollywood, FL
Kyle Hurt
San Diego, CA
Frederick Martens
Novato, CA
Tyler Zavala
Peoria, AZ
Kedishia Grant
Fort Mill, SC
Christopher Claude
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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