Unclaimed
Matthew Luckham is a financial advisor at LPL Financial LLC with over 18 years of experience in the industry. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in 25 states and is registered with FINRA. Matthew is also a Registered Representative and is able to sell securities in California and Texas. Matthew has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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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CA
01/13/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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