Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davis Martin is a financial advisor at LPL Financial LLC. Matthew has been in the financial services industry for over 6 years. Matthew has a Series 6TO, SIE, and Series 99. Matthew's current firm, LPL Financial LLC, is based in Fort Mill, SC and has over $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management, and other advisory services. Matthew specializes in investment company products, variable contracts, and other financial products.
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
SC
02/16/2022 - Present
LPL Financial LLC (FORT MILL SC)
CO
08/05/2020 - 02/09/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AL
08/20/2018 - 10/16/2018
INTL FCSTONE FINANCIAL INC. (BIRMINGHAM AL)
BC
Issued 11/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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