MH
MH

Matthew Hemphill

1 Year of Experience
San Diego, CA
Broker

Matthew Hemphill is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew operates Zion Capital Wealth Management LLC as a DBA for his LPL business. He also serves as a pastor at New Life Orange County Church, dedicating about half of his time to this non-investment related activity. Additionally, Matthew provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
LPL Financial LLC
June 2025 - Present · 11 mos
Mariner Advisor Network
February 2025 - Present · 1 yr 3 mos
LPL Financial LLC
November 2024 - Present · 1 yr 6 mos
LPL Financial LLCBroker
November 2024 - Present · 1 yr 6 mos
State Registrations2 states
CAOR
AdvisorBrokerBoth

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
No exam information available for this advisor.
Matthew Hemphill - Financial Advisor | TrueAdvisor