Matthew
Postell
Lpl Financial LLC
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About this Advisor
Matthew Postell is a financial advisor based in Columbus, Indiana, working with Lpl Financial LLC. Matthew has previously held positions at Edward Jones, Indiana State University, Pnc Investments, Pnc Bank, Td Ameritrade, Inc, Jp Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Td Ameritrade Investment Management, LLC, Fidelity Brokerage Services LLC, Howard Bailey, Sabbatical, The Prudential Insurance Company Of America, Pruco Securities LLC, Foundations Investment Advisors, LLC, Centra Credit Union, and Lpl Financial LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Matthew is part of Lpl Financial LLC, which operates out of Columbus, Indiana. 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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Postell Work History
Centra Credit Union
Lpl Financial LLC
Howard Bailey
The Prudential Insurance Company Of America
Pruco Securities LLC
Foundations Investment Advisors, LLC
Sabbatical
Fidelity Brokerage Services LLC
Jp Morgan Securities LLC
Jp Morgan Chase Bank, N.A
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Pnc Investments
Pnc Bank
Edward Jones
Indiana State University
Disclosures
Please visit the SEC profile of Matthew Postell 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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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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