Matthew Donner (CRD# 5894777) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 12 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Chico, CA | Mar 2019 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
- TX
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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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