Matthew Bond
Matthew Bond is a registered investment advisor at LPL Financial LLC, based in San Mateo, CA, with 23 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
1510 Fashion Island Blvd, Suite 380, San Mateo, CA, 94404
Get directionsHistory
Regulatory History (1)
Criminal
October 1999Other Business ActivitiesSells Insurance
Matthew is involved with SGC Insurance Brokerage LLC for tax/investment purposes, dedicating minimal time. He also spends full-time hours on SGC Financial & Insurance Services and SageCrest Wealth Management, both DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations39 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.