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 who has 14 years of industry experience. Matthews is an advisor for Lpl Financial LLC. They have been an employee of Lpl Financial Llc for their entire career. Matthews holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Lpl Financial LLC is a business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC offers a diverse array 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

Office Location

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

SC Average: 13
Total Number of Accounts

1,688,501

SC Average: 661
Average Account Size

$217,956

SC Average: $977,396

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

Please visit the SEC profile of Eric Matthews 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

Eric Matthews
Fort Mill, SC
Patrick Barnett
Charlotte, NC
Gianni Dinello
Pittsburgh, PA
Mark Lechowicz
Crystal Lake, IL
David Owen
Bellevue, WA
Jason Strandberg
Fort Madison, IA
Brad Gauldin
Hanover, PA
Michael Cosenza
Worcester, MA

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.

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