Matthew Young
Matthew Young is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hurricane, WV, 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
13 Chase Drive, Hurricane, WV, 25526
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Regulatory History
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 ActivitiesSells Insurance
Matthew is involved in several business activities, including HFS Insurance Business where he sells non-variable insurance, taking about 10-20% of his time. He also dedicates a significant amount of time (nearly full-time) to Horizon Financial Solutions, INC and Horizon Financial, both DBAs for his LPL business, and spends minimal time on Talbott Real Property LLC and Genesis Running LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations22 states
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