Matthew Kuhns
Matthew Kuhns is a registered investment advisor at LPL Financial LLC, based in Reston, VA, with 11 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
Reston, VA
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Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Matthew is involved with non-variable insurance since 2014 and Kuhns Wealth as a DBA for LPL business since 2022, both investment-related. He also works as a notary, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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.