Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Culp is a financial advisor with LPL Financial LLC. Matthew has been in the industry since 2006 and is currently registered with the state of Kansas, Missouri, and Texas. He is a registered representative and investment advisor representative. Matthew has experience with various investment firms, including CommunityAmerica Financial Solutions, LLC, Principal Securities, Inc., and Commerce Brokerage Services, Inc. Matthew has passed the Series 6, 7, 63, and 66 exams and is a Series 66 licensed financial advisor. His firm offers a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
MO
07/30/2021 - Present
LPL Financial LLC (MOBERLY MO)
KS
09/16/2020 - 06/17/2021
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (Kansas City KS)
KS
01/14/2020 - 09/23/2020
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
MO
12/16/2016 - 12/26/2019
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IL
09/10/2014 - 05/03/2016
DEAWM DISTRIBUTORS, INC. (CHICAGO IL)
KS
12/14/2006 - 08/04/2014
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
12/14/2006 - 08/04/2014
WADDELL & REED (OVERLAND PARK KS)
MO
05/12/2005 - 11/28/2006
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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