Matthew Bryant is a registered investment advisor at LPL Financial LLC, based in Modesto, CA, with 18 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
121 Rue De Yoe, Modesto, CA, 95354
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the DBAs "The Investment Consulting Group" since 2016 and "Pension Point Retirement Advisors Inc" since 2017. The latter is an entity for his LPL business, taking about 10-20% of Matthew's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations11 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.