Patricia
Matthew
Lpl Financial LLC
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About this Advisor
Patricia Matthew is a chartered financial consultant operating out of Big Sandy, Montana with 2 years of industry experience. Matthew currently works for Lpl Financial LLC. The advisor has gained experience at Waddell & Reed, Inc, Naifa Montana, Various Insurance Carriers For W & R Insurance Agencies, Matthew Transportation Inc, Montana School Bus Contractors Association, Patricia M. Matthew, Big Sandy Public School, Lpl Financial LLC, Big Sandy Senior Center, Patricia M Matthew and Big Sandy Methodist Church. Matthew maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Montana. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides 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. Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC may include 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
Patricia Matthew Work History
Patricia has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Big Sandy Senior Center
Big Sandy Methodist Church
Patricia M Matthew
Patricia M Matthew
Big Sandy Public School
Naifa Montana
Patricia M. Matthew
Montana School Bus Contractors Association
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Matthew Transportation Inc
*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 Patricia Matthew 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 Myers, FL
Menomonee Falls, WI
Rahway, NJ
Renton, WA
Fort Lauderdale, FL
Atlanta, GA
Hazleton, PA
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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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.
