Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Barnes is a financial professional with over 30 years of experience in the industry. He has been registered with the state of Minnesota since 1994 and holds licenses including Series 6, Series 63, and Series 65. Matthew has been associated with LPL Enterprise, LLC, since November 2024, providing financial advice and services to clients. He is a partner in several real estate ventures and has a strong background in insurance as well. Matthew has provided financial advice to a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. His firm, LPL Enterprise, LLC is based in Fort Mill, South Carolina and offers financial planning, portfolio management, and educational seminars. Matthew Barnes is dedicated to providing his clients with the highest level of service and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
11/14/2024 - Present
LPL Enterprise, LLC (MANKATO MN)
IA
Issued 10/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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