Matthew Trivett (CRD# 4441952) is an Investment Advisor Representative working at Lpl Financial LLC in Johnson City, TN and has over 22 years of experience in the finance industry. Matthew Trivett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Johnson City, TN | Dec 2022 - Current | 1 |
| Trivett Wealth Management, LLC | Johnson City, TN | Aug 2021 - Dec 2022 | 1 |
| Securities America | Johnson City, TN | Sep 2020 - Dec 2022 | 2 |
| Securities Service Network | Johnson City, TN | Mar 2017 - Sep 2020 | 3 |
| Ssn Advisory, Inc. | Johnson City, TN | Mar 2017 - Sep 2020 | 3 |
| Northwestern Mutual | Johnson City, TN | Oct 2001 - Mar 2017 | 15 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Sep 2001 - Mar 2017 | 15 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2001 - Mar 2017 | 15 |
| Northwestern Mutual Investment Services, LLC | Johnson City, TN | Sep 2006 - Mar 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- TN
- TX
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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
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