Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bondurant Wahlman is a financial advisor registered with LPL Financial LLC. Matthew has over 27 years of experience in the financial services industry. Matthew has been associated with LPL Financial LLC since November 2016. Prior to joining LPL Financial LLC, Matthew was associated with Robert W. Baird & Co. Incorporated. Matthew holds the Series 63, 65, 7 and 52 securities licenses and has also passed the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
11/10/2016 - Present
LPL Financial LLC (TUKWILA WA)
WA
11/07/2014 - 11/10/2016
ROBERT W. BAIRD & CO. INCORPORATED (Bellevue WA)
WA
08/28/2009 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (BELLEVUE WA)
WA
06/18/2004 - 08/31/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (REDMOND WA)
CA
05/02/2001 - 07/01/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/22/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MI
07/11/1995 - 04/30/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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