Matthew Streeter is a registered investment advisor at LPL Financial LLC, based in Stillwater, OK, 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
2218 West 7th, Stillwater, OK, 74074-4105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the secretary for The Streeter Company Inc, a family business, spending minimal time reviewing and signing annual meeting documents. He also dedicates full-time hours to E Street Financial LLC for tax/investment purposes and about a quarter of his time to Streeter Financial Group, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations16 states
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