Matthew GrayCRD Number: 7099235
Current Firm: Lpl Financial LLC
Matthew Gray (CRD# 7099235) is an Investment Advisor Representative working at Lpl Financial LLC in Harrisonburg, VA and has over 3 years of experience in the finance industry.
First Citizens Investor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Southland Equity Partners, LLC
|Lpl Financial, LLC||Harrisonburg, VA||Feb 2020 - Current||2|
|Impact Debate & Speech Coaching||Rockingham, VA||Feb 2018 - Current||4|
|Chick-fil-a Harrisonburg||Harrisonburg, VA||Jun 2019 - Feb 2020||< 1|
|Couric Financial||Port Republic, VA||Aug 2019 - Jan 2020||< 1|
|Cetera Advisor Networks||El Segundo, CA||Aug 2019 - Jan 2020||< 1|
|Cetera Advisor Networks||Port Republic, VA||Jun 2019 - Aug 2019||< 1|
|Wingate University||Wingate, Nc, NC||Aug 2016 - May 2019||2|
|Chick-fil-a Indian Trail||Indian Trail, NC||Apr 2013 - May 2019||6|
|Homeschool||Indian Trail, NC||Aug 2009 - May 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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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