Matthew Defalco (CRD# 7320187) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
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Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Danville, PA | May 2022 - Current | 1 |
| Service 1st Fcu | Danville, PA | Nov 2020 - Current | 3 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2022 - May 2022 | < 1 |
| Unemployed | Danville, PA | May 2020 - Nov 2020 | < 1 |
| Applied Underwriters | Omaha, NE | Oct 2018 - May 2020 | 1 |
| Unemployed | Omaha, NE | Feb 2018 - Oct 2018 | < 1 |
| Defalco Consulting | Burlington, Ontario, | Mar 2016 - Jan 2018 | 1 |
| Oxford Properties, Yorkdale Mall | Toronto, Ontario, | Nov 2015 - Feb 2016 | < 1 |
| Inspiration Learning Center | Mississauga, Ontario, | Oct 2015 - Nov 2015 | < 1 |
| Pittsburgh Pirates | Bradenton, FL | May 2015 - Sep 2015 | < 1 |
| Wsrq Radio | Sarasota, FL | Nov 2014 - Apr 2015 | < 1 |
| Springcreek Cemetery | Mississauga, Ontario, | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- 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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