Matthew Ford is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 17 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
5800 Granite Pkwy Ste 250, Plano, TX, 75024-6617
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2016Other Business Activities
Matthew operates Legacy Retirement Planning as a DBA for his LPL business. This investment-related activity takes up nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Santander Securities LLCBroker
LPL Financial LLCBroker
Oppenheimer & CO. INC.Broker
Banc of America Investment Services, INC.Broker
Mmc Securities CORP.Broker
State Registrations1 state
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.