Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Worthington is an Investment Advisor Representative with LPL Financial LLC. Matthew has been working in the financial industry since October 2003. Matthew has been registered with LPL Financial LLC since October 2023. Prior to joining LPL Financial LLC, Matthew was registered with Woodbury Financial Services, Inc., Hornor, Townsend & Kent, Inc. and Wachovia Securities, LLC. Matthew is licensed in Texas, Washington and has a Series 7 and Series 66 license. Matthew's current office is located at 330 112TH AVE NE, SUITE 301, BELLEVUE, WA 98004.
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
WA
10/31/2023 - Present
LPL Financial LLC (BELLEVUE WA)
WA
07/16/2018 - 10/30/2023
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
02/13/2009 - 07/26/2018
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
WA
01/01/2008 - 02/17/2009
WACHOVIA SECURITIES, LLC (KIRKLAND WA)
WA
10/09/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KIRKLAND WA)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Worthington is the right advisor for you? Invested Better is here to help.
