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Matthew Boyles

19 Years of Experience
Lonoke, AR
BrokerSells Insurance

Matthew Boyles is a registered investment advisor at LPL Financial LLC, based in Lonoke, AR, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

121 West Front St, Lonoke, AR, 72086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew operates Grand Prairie Financial Planning Inc. as a DBA for his LPL business, dedicating about half his time. He also engages in non-variable insurance activities and manages MCA Properties for tax/investment purposes, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - July 2024 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
November 2017 - July 2024 · 6 yrs 8 mos
Cetera Advisor Networks LLC
November 2017 - June 2023 · 5 yrs 7 mos
Girard Securities, INC.
January 2016 - November 2017 · 1 yr 10 mos
Girard Securities, INC.Broker
January 2016 - November 2017 · 1 yr 10 mos
Genwealth Financial Advisors, LLC
February 2008 - February 2016 · 8 yrs
LPL Financial LLC
September 2007 - January 2016 · 8 yrs 4 mos
LPL Financial LLCBroker
December 2006 - January 2016 · 9 yrs 1 mo
State Registrations7 states
ALARDCLAMSTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.