Matthew
Starnes

Lpl Financial LLC

CRD#4601211
Investment Advisor
in Hickory, NC

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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

Series 63, Series 65

Years of Experience

18 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

74 8Th Street Se #105
Hickory, NC 28602

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC 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 Starnes Work History

Matthew has 18 years of experience.

2019 - Present (2 years)

Lpl Financial LLC

2007 - Present (14 years)

Starnes Financial Group

2002 - Present (19 years)

Self Employed Insurance Agent

2014 - 2019 (5 years)

Sagepoint Financial

2012 - 2014 (2 years)

First Allied Advisory Services, Inc

2008 - 2014 (6 years)

First Allied Securities, Inc

Disclosures

Matthew Starnes 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.

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.

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