Matthew Haile is a registered investment advisor at LPL Financial LLC, based in Frisco, TX, with 9 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
2600 Dallas Pkwy Ste 520, Ste 520, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns rental real estate in Newcastle and El Reno, OK, dedicating a few hours per week to this investment-related activity. He also operates Tennyson Advisory Group as a DBA for his LPL business, committing full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Wilbanks Securities, INC.Broker
State Registrations6 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.