Matthew Gray, financial advisor Harrisonburg VA

Matthew Gray

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew R. Gray
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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