Tanya Mathews is a registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 31 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
4430 Arapahoe Ave Ste 210, Boulder, CO, 80303-1100
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Tanya operates Meridian Wealth Management as a DBA for her LPL business since 2007. She also owns and manages multiple rental real estate properties and a business entity for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Meridian Wealth Management LLC
LPL Financial LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
Janus Distributors, INC.Broker
State Registrations16 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.