Matthew Emerson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 6 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1447 York Road Suite 801, Lutherville, MD, 21093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew operates Academy Financial as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
American Community Wealth Management, LLC
Triad Advisors LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 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.
Exams
More Advisors
- Aaron Kelly, CFPLPL Financial LLC
- Richard FaraoneLPL Financial LLC
- Kevin Bultman, CFP, ChFCLPL Financial LLC
- Thomas BargerLPL Financial LLC
- Richard Craft, CFP, ChFCLPL Financial LLC
- David GrabnerLPL Financial LLC