Matthew Lee is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5555 Renner Road, Columbus, OH, 43228
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Regulatory History (2)
Financial
December 2019Employment Separation After Allegations
July 2013Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Ascend Advisory Group
Royal Alliance Associates, INC.Broker
Donnelly Penman & PartnersBroker
Diamond Hill Securities, INC.Broker
Fifth Third/the Ohio CompanyBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.