Matthew Brinkley is a registered investment advisor at LPL Financial LLC, based in Athens, GA, with 18 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
320 E Clayton St. Suite 507, Athens, GA, 30601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates his LPL business under the DBA ALN Wealth Management LLC. He also serves as a board member for the National Football Foundation (Georgia Football HOF Chapter) and the Touchdown Club of Athens.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Consolidated Planning Corporation
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations12 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.