Matthew Friddle is a registered investment advisor at LPL Financial LLC, based in Peoria, IL, with 2 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
7900 N University St, Peoria, IL, 61615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the DBA CEFCU Investment Services for his LPL business. He also has outside W-2 employment with Instacart, dedicating about 20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations21 states
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