Patricia Matthew (CRD# 2295340) is an Investment Advisor Representative working at Lpl Financial LLC in Big Sandy, MT and has over 31 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Big Sandy, MT | Jul 2021 - Current | 2 |
| Big Sandy Senior Center | Bigsandy, MT | Aug 2020 - Jul 2021 | < 1 |
| Patricia M Matthew | Big Sandy, MT | Mar 2012 - Jul 2021 | 9 |
| Montana School Bus Contractors Association | Townsend, MT | Jun 2007 - Jul 2021 | 14 |
| Various Insurance Carriers For W & R Insurance Agencies | Big Sandy, MT | Apr 1993 - Jul 2021 | 28 |
| Waddell & Reed, Inc. | Big Sandy, MT | Oct 1992 - Jul 2021 | 28 |
| Matthew Transportation Inc. | Big Sandy, MT | Sep 1977 - Jul 2021 | 43 |
| Naifa Montana | Bigfork, MT | May 2009 - Jul 2020 | 11 |
| Big Sandy Methodist Church | Big Sandy, OR | Nov 2014 - Jun 2017 | 2 |
| Big Sandy Public School | Big Sandy, MT | Oct 2011 - Jun 2017 | 5 |
| Patricia M Matthew | Great Falls, MT | Sep 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- MT
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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
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