Matthew Richardson
Matthew Richardson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Centerville, OH, with 26 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
10560 Success Ln Ste E, Centerville, OH, 45458
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
June 2006Other Business Activities
Matthew is involved in three outside business activities. He owns Richbrook Homes LLC for tax/investment purposes, spending minimal time on it, operates Sentinel Advisory Group, LLC as a DBA for his LPL business, and is a notary public, spending no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
David Bodnar Advisors LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations8 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.