Matthew Merzoian is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, 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
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
Fresno, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew receives residual income from the sale of a business since 2012. He also operates under the DBAs Matthew Merzoian, Retirement Plan Advisory Service and RPAS Retirement Plan Advisory Services, dedicating full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Signator Investors, INC.Broker
Mutual Service CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
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.