Yolanda MattaldiCRD Number: 6325866
Current Firm: Lpl Financial LLC
Yolanda Mattaldi (CRD# 6325866) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Lpl Financial LLC||Fort Mill, SC||Oct 2018 - Current||3|
|Alorica||Irvine, CA||Oct 2016 - Current||5|
|Lyft||San Francisco, CA||Apr 2016 - Current||5|
|Uber||San Francisco, CA||Sep 2015 - Current||6|
|Wells Fargo Clearing Services||Charlotte, NC||Nov 2016 - Oct 2018||1|
|Bank Of America/contract Collabera||Charlotte, NC||Nov 2015 - Nov 2016||1|
|Alorica||Irvine, CA||Jun 2015 - Nov 2015||< 1|
|Edward Jones||St Louis, MO||Apr 2014 - Apr 2015||1|
|Sprint||Charlotte, NC||Apr 1999 - Apr 2014||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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