Matthew Pursley
Matthew Pursley is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
607 Cascade W Pkwy Se, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
March 2010Other Business Activities
Matthew operates Mosaic Wealth Management as a DBA for his LPL business. This activity is investment-related and takes nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Robert W. Baird & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations15 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.