Matthew Weaver is a CFA-designated registered investment advisor at LPL Financial LLC, based in Newark, CA, 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
5877 Jarvis Ave, Newark, CA, 94560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates his LPL business through FB Financial Services and FB Investment Services. He dedicates full-time hours to these investment-related activities, with about half his time spent during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Bedell Frazier Investment Counselling, LLC.
State Registrations21 states
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