Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
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Contact
Matthew Sexton
Location
24 Gold Star Boulevard, Worcester, MA, 01605
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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.
Learn about disclosures →Other Business Activities
Matthew operates UniVest Investment Services as a DBA for his LPL business since 2021. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
People's United Advisors, INC.
March 2021 - October 2021 · 7 mos
People's Securities, INC.Broker
December 2019 - October 2021 · 1 yr 10 mos
Infinex Investments, INC.Broker
January 2016 - December 2019 · 3 yrs 11 mos
LPL Financial LLCBroker
June 2015 - January 2016 · 7 mos
Cco Investment Services CORP.Broker
December 2013 - February 2015 · 1 yr 2 mos
Santander Securities LLCBroker
September 2012 - December 2013 · 1 yr 3 mos
LPL Financial LLCBroker
August 2012 - September 2012 · 1 mo
Signator Investors, INC.Broker
August 2010 - December 2011 · 1 yr 4 mos
Metlife Securities INC.Broker
October 2009 - February 2010 · 4 mos
Banc of America Investment Services, INC.Broker
January 2009 - March 2009 · 2 mos
Nylife Securities LLCBroker
July 2008 - December 2008 · 5 mos
State Registrations5 states
CTFLMAMDRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
Matthew Sexton