Matthew Beagle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bloomsburg, PA, with 19 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
279 Columbia Mall Dr, Bloomsburg, PA, 17815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved in several outside business activities, including being a video blogger for a game company, a contributor to a fantasy baseball website, and an instructor at Bloomsburg University. He also works as a Senior Vice President & Chief Wealth Management Officer at First Columbia Bank & Trust and OneJourney Investment Center/Journey Bank, dedicating full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations23 states
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