Matthew LarsonCRD Number: 6755797
Current Firm: Lincoln Financial Advisors Corporation
Matthew Larson (CRD# 6755797) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 2 years of experience in the finance industry.
Equitable Advisors, LLC
Northwestern Mutual Investment Services,llc
|Stonebridge Advisors||Ellicott City, MD||Feb 2017 - Current||4|
|University Of Maryland College Park||College Park, MD||Jan 2016 - Current||5|
|Home Depot||Bel Air, MD||Jul 2015 - Aug 2016||1|
|Harford Community College||Bel Air, MD||Oct 2014 - Jun 2015||< 1|
|Shoprite||Bel Air, MD||Jun 2014 - Oct 2014||< 1|
|Patterson Mill Middle-highschool||Bel Air, MD||Aug 2007 - Jun 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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