Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Eric Matthews 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.