Matthew Underwood
Matthew Underwood is a registered investment advisor at LPL Financial LLC, based in Jacksonville Beach, FL, with 16 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
1514 Roberts Dr, Jacksonville Beach, FL, 32250
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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 a First Sergeant in the Florida State Guard, owner/manager of Coastal Insurance Advisors LLC and Underwood Financial Services LLC (both insurance agencies), owner/manager of Lanewood Properties LLC (real estate), owner of a franchise insulation business, and a board member of Sawmill Lakes Homeowners Association. He also serves as a notary public.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Edward Jones
Edward JonesBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations4 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.