Matthew ShaferCRD Number: 4573093
Current Firm: Lpl Financial LLC
Matthew Shafer (CRD# 4573093) is an Investment Advisor Representative working at Lpl Financial LLC in Limerick, PA and has over 13 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Lpl Financial, LLC||Limerick, PA||Jan 2011 - Current||6|
|First Niagara Securities||Limerick, PA||Jan 2011 - Current||6|
|Dick's Sporting Goods||Montgomeryville, PA||Nov 2010 - Current||6|
|Tower Square Securities Inc.||Collegevilleq, PA||Sep 2009 - Current||7|
|Collegeville Financial Group LLC||Royersford, PA||Aug 2009 - Sep 2009||< 1|
|Royersford Brewing Co LLC||Royersford, PA||Jul 2009 - Aug 2009||< 1|
|Banc Of America Investment Services, Inc.||Bethlehem, PA||Sep 2008 - Aug 2009||< 1|
|Banc Of America Insurance Services,inc.||Bethlehem, PA||Sep 2008 - Aug 2009||< 1|
|Countrywide Bank, Na.||Thousand Oaks, CA||Jan 2007 - Sep 2008||1|
|Countrywide Investment Services, Inc.||Chandler, AZ||Jan 2007 - Sep 2008||1|
|Signator Investors, Inc.||Roseland,, NJ||Jul 2003 - Jan 2007||3|
|John Hancock||Roseland, NJ||Jun 2003 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.