Matthew
Burks

Lpl Financial LLC

CRD#7140615
Investment Advisor
in Missoula, MT

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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

Series 66

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

1750 South Ave West
Missoula, MT 59801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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 Burks Work History

Matthew has 10 years of experience.

2019 - Present (2 years)

Lpl Financial, LLC

2017 - 2018 (1 year)

Cracker Barrel

2017 - 2017 (< 1 year)

Cracker Barrel

2015 - 2019 (4 years)

Taylor University

2015 - 2015 (< 1 year)

Montana Club

2014 - 2015 (1 year)

Delta Global Services

2014 - 2014 (< 1 year)

Montana Club

2010 - 2014 (4 years)

Valley Christian School

Disclosures

Matthew Burks has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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