Matthew Darpel is a registered investment advisor at LPL Financial LLC, based in Crestview Hills, KY, with 24 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
509 Centre View Blvd, Crestview Hills, KY, 41017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns rental real estate and is an attorney providing legal services in estate planning, probate, and elder law, dedicating about a quarter of his time to this. He also provides investment advisory services through Independent Advisor Alliance and Darpel & Howard Wealth Advisors, spending a significant amount of time on these activities.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Independent Financial Partners
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pan-American Investment Advisers, INC.
Pan-American Financial AdvisersBroker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Securities America, 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.