Lpl Financial LLC
About this Advisor
Matthew Starnes is an advisor who is based out of Hickory, North Carolina. Currently a registered advisor at Lpl Financial LLC, they have gathered 18 years of professional experience. Starnes has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Starnes can work with investors based out of North Carolina. Throughout their career, they have worked at Self Employed Insurance Agent, Starnes Financial Group, First Allied Securities, Inc, First Allied Advisory Services, Inc, Sagepoint Financial and Lpl Financial LLC. Lpl Financial LLC is based out of Hickory, North Carolina, and operates out of 9,519 brick-and-mortar locations across the country. Overall, Lpl Financial LLC oversees $208 billion in assets across 892,326 accounts and employs more than 23,035 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 890,301 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 Starnes Work History
Matthew has 18 years of experience.
Lpl Financial LLC
Starnes Financial Group
Self Employed Insurance Agent
First Allied Advisory Services, Inc
First Allied Securities, Inc
Matthew Starnes has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.