Matthew
Sexton
Lpl Financial LLC
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About this Advisor
Matthew Sexton is a financial advisor operating in Worcester, Massachusetts, with 2 years of relevant experience. Sexton is currently employed by Lpl Financial LLC. The advisor has gained experience at Sovereign Bank, Santander Securities LLC, Citizens Bank, Cco Investment Srvice, Lpl Financial, First Niagara Bank, United Bank, Infinex Investments, Inc, Peoples United Bank, People'S Securities, Inc, Lpl Financial LLC and Unibank For Savings. Sexton has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Lpl Financial LLC is a registered investment business based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as 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. A financial advisor's fees typically are based on the type of services. However, fees billed by Lpl Financial LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Sexton Work History
Matthew has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Unibank For Savings
Peoples United Bank
People'S Securities, Inc
United Bank
Infinex Investments, Inc
Lpl Financial
First Niagara Bank
Citizens Bank
Cco Investment Srvice
Sovereign Bank
Santander Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Sexton 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
Aptos, CA
Charlestown, MA
Naperville, IL
Waukesha, WI
Ann Arbor, MI
Corpus Christi, TX
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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