Matthew Stroup, financial advisor Mansfield PA
89 score

Matthew Stroup

CRD Number: 6242674
Current Firm: Lpl Financial LLC

Matthew Stroup (CRD# 6242674) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, PA and has over 3 years of experience in the finance industry.

Similar Advisors
William Burns, financial advisor Mansfield PA
William B. Burns
CRD# 2269169
Burns Matteson Capital Management
Score
96
Similar Advisors
Kathryn Clark, financial advisor Mansfield PA
Kathryn A. Clark
CRD# 2917734
Tlg Advisors, Inc.
Score
96
Similar Advisors
James Davis, financial advisor Mansfield PA
James E. Davis
CRD# 2758356
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Lpl Financial LLC Wellsboro, PA Sep 2013 - Current 3
First Citizens Community Bank Mansfield, PA Sep 2013 - Current 3
First Citizens Community Bank Wellsboro, PA Aug 2013 - Aug 2013 < 1
Baker Tilly Virchow Krause Tysons Corner, VA Oct 2010 - Aug 2013 2
Bloomsburg University Bloomsburg, PA Jun 2009 - Aug 2010 1
Reznick Group Bethesda, MD Jan 2009 - Mar 2009 < 1
Penn State University State College, PA Sep 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Matthew A. Stroup
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

Ready to hire a financial advisor? Get competitive proposals from Matthew Stroup and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.