Matthew Vickers (CRD# 4562922) is an Investment Advisor Representative working at Lpl Financial LLC in Ottumwa, IA and has over 14 years of experience in the finance industry.
CRD# 6915898
Edward Jones
CRD# 5973251
Cambridge Investment Research Advisors, Inc.
CRD# 3251157
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ottumwa, IA | May 2022 - Current | 1 |
| Cuna Mutual Group | Waverly, IA | Feb 2019 - Current | 5 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Feb 2019 - Current | 5 |
| Unemployed | Fairfield, IA | Nov 2018 - Feb 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2014 - Nov 2018 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2014 - Nov 2018 | 4 |
| Unemployed | Tucson, AZ | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- IA
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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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