Matthew Greer
Matthew Greer is a registered investment advisor at LPL Financial LLC, based in Ashland, IL, with 27 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
400 East Buchanan, Ashland, IL, 62612
Get directionsHistory
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 operates West Central Financial Services as a DBA for his LPL business since 2012. He also owns Greer Insurance Solutions, LLC, which is used for tax/investment purposes and sells non-variable insurance, dedicating about 10-20% of his time to these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Eagle One Investment, LLC
Eagle One Investments, LLCBroker
Edward JonesBroker
Country Capital Management CompanyBroker
State Registrations5 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.