Matt Lemmond is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 14 years of industry experience. Matt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
14180 North Dallas Pkwy, Suite 425, Dallas, TX, 75254
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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
Matt works as an insurance broker with outside carriers, dedicating minimal time to this activity. He also operates under the DBA name of Wood Legacy Group, LLC to sell New York Life products and broker non-registered insurance products, and is a board member of the Dallas Estate Planning Council.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Spectrum Strategies, L.L.C.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations14 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.
Exams
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