Matthew Lusk
Matthew Lusk is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 20 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
102 E Main Ave., Spokane, WA, 99202
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Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Matthew is involved in several business activities, including non-variable insurance through BKA Financial, a tax/investment entity called Lusk Family Wealth Management, notary public services, a DBA for LPL Business called Lusk Financial Group, and real estate rental through Lusk Property Management. These activities take up varying amounts of Matthew's time, from minimal to nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jmk & Associates, LLC
Financial Advocates Investment Management
UBS Financial Services INC.
UBS Financial Services INC.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations13 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.