Matthew Culp (CRD# 4921187) is an Investment Advisor Representative working at Lpl Financial LLC in Moberly, MO and has over 18 years of experience in the finance industry.
CRD# 2603585
&partners
CRD# 5100378
Edward Jones
CRD# 2279799
Smith Moore & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Regional Missouri Bank | Moberly, MO | Jun 2021 - Current | 2 |
Lpl Financial LLC | Moberly, MO | Jun 2021 - Current | 2 |
Communityamerica Financial Solutions, LLC | Lenexa, KS | Sep 2020 - Jun 2021 | < 1 |
Frontline Financial Services | Overland Park, KS | Jan 2020 - Sep 2020 | < 1 |
Principal Life Insurance Company | Overland Park, KS | Jan 2020 - Sep 2020 | < 1 |
Principal Securities Inc. | Overland Park, KS | Jan 2020 - Sep 2020 | < 1 |
Commerce Investment Advisors | Kansas City, MO | Dec 2016 - Jan 2020 | 3 |
Commerce Brokerage Services, Inc. | St. Louis, MO | Dec 2016 - Jan 2020 | 3 |
Unemployed | Leawood, KS | Oct 2016 - Nov 2016 | < 1 |
Country Club Bank | Prarie Village, KS | Jun 2016 - Aug 2016 | < 1 |
Unemployed | Leawood, KS | Apr 2016 - Jun 2016 | < 1 |
Deawm Distributors, Inc. | Chicago, IL | Aug 2014 - Apr 2016 | 1 |
Ivy Funds Distributor Inc. | Overland Park, KS | Nov 2006 - Jul 2014 | 7 |
Waddell & Reed Inc. | Overland Park, KS | Nov 2006 - Jul 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- KS
- MO
- 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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