Eric
Matthews

Lpl Financial LLC

CRD#3238094
Investment Advisor
in Fort Mill, SC

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About this Advisor

Eric Matthews is a financial advisor operating in Fort Mill, South Carolina. Matthews works at Lpl Financial LLC. They have worked at Lpl Financial Llc for their entire career. Matthews maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, South Carolina. It has offices in 9,519 locations and a total of 23,035 advisors. It manages $208 billion in assets among its 892,326 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs a broad range 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 management depend on which service is provided. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

less than 1 year

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

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

SC Average: 13
Total Number of Accounts

892,326

SC Average: 661
Average Account Size

$232,867

SC 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

Disclosures

Eric Matthews 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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