Matthew Taylor
Matthew Taylor is a registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 28 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
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (1)
Criminal
December 1992Other Business ActivitiesSells Insurance
Matthew provides investment advisory services through Private Portfolio Partners, dedicating nearly full-time hours to this. He also operates under DBAs and entities for his LPL business and tax/investment purposes, and is an agent for non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.Broker
Kirlin Securities INC.Broker
M.S. Farrell & Company, INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations14 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.