Lpl Financial LLC
About this Advisor
Matthew Burks is a financial advisor based in Missoula, Montana, who has been in the financial industry for 10 years. Burks is on the advisory team at Lpl Financial LLC. During their career, Burks has held roles at Lpl Financial, LLC, Taylor University, Cracker Barrel, Montana Club, Delta Global Services and Valley Christian School. Burks holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Montana. Lpl Financial LLC is a firm that has its headquarters in Missoula, Montana. It has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in total assets between its 892,326 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 1,956 charitable organizations. Of its 892,326 accounts, 28% belong to high-net-worth investors who have at least $1 million in assets available to invest. Lpl Financial LLC provides a number of services, including 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. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely consist of any combination of 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 Burks Work History
Matthew has 10 years of experience.
Lpl Financial, LLC
Delta Global Services
Valley Christian School
Matthew Burks has no disclosures.
Please visit their SEC profile for more details.
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