Matthew Brookshire
Matthew Brookshire is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 22 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
1435 Cleveland St, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Matthew acts in a fiduciary capacity for the Martha Williams Brookshire Trust, spending minimal time per month. He also operates under the DBA SCU Financial Advisors for his LPL business, requiring no additional time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations6 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.