Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5625453
Private Advisor Group, LLC
CRD# 2215408
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Columbia Bank & Trust | Bloomsburg, PA | Jun 2006 - Current | 17 |
| Lpl Financial, LLC | Bloomsburg, PA | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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