Matthew Ponder is a registered investment advisor at LPL Financial LLC, based in Shreveport, LA, 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
425 Ashley Ridge Blvd Ste 320, Shreveport, LA, 71106-7226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates Cornerstone Investment Strategies, LLC as a DBA for his LPL business. He also has ownership in BMW LLC and P5 LLC for tax/investment purposes, dedicating minimal time to each, and serves as a board member for Norris Ferry Community Church, spending about 10% of his time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations9 states
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