Matthew Sample (CRD# 6040305) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, NE and has over 11 years of experience in the finance industry.
CRD# 5639065
Lpl Financial LLC
CRD# 6293121
Pittenger & Anderson Inc.
CRD# 1430537
Pittenger & Anderson Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Milford, NE | Jul 2021 - Current | 2 |
| Milford Wrestling Club | Milford, NE | Aug 2017 - Jul 2021 | 3 |
| Team Milford LLC | Milford, NE | Mar 2017 - Jul 2021 | 4 |
| Kiwanis Club Of Milford | Milford, NE | Oct 2013 - Jul 2021 | 7 |
| Various Insurance Carriers For W&r Insurance Agencies | Pleasant Dale, NE | Jun 2012 - Jul 2021 | 9 |
| Waddell & Reed, Inc. | Milford, NE | Mar 2012 - Jul 2021 | 9 |
| Heyen Tax & Accounting | Milford, NE | Feb 2005 - Jul 2021 | 16 |
| Matthew Sample-general Notary Public | Milford, NE | Sep 2004 - Jul 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- CA
- CO
- FL
- IA
- MN
- MO
- NE
- NV
- NM
- NC
- 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
- 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
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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