Matthew Wilcox
Matthew Wilcox is a registered investment advisor at LPL Financial LLC, based in Johnston, IA, with 12 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
5335 Merle Hay Road, Suite 4, Johnston, IA, 50131
Get directionsHistory
Regulatory History (1)
Criminal
August 2001Other Business Activities
Matthew operates TRJ Financial Services as a DBA for his LPL business since September 2022. He also acts as a co-trustee with his spouse for the Matthew P Wilcox Trust since August 2017.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations7 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.