Matthew Peterman
Matthew Peterman is a registered investment advisor at LPL Financial LLC, based in Tysons Corner, VA, 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
8000 Towers Crescent Dr #1350, Tysons Corner, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved in several business activities, including Towers Crescent Tax & Consulting (tax prep/accounting/CPA), Organic Tax and Financial, LLC (business entity for tax/investment purposes), and Towers Crescent Financial, LLC (DBA for LPL business). He also works with LTCI Partners, LLC, selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Vestax Securities Corporation
Vestax Securities CorporationBroker
Am&m Investment Brokers, INC.Broker
State Registrations18 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.