Matthew Marsh (CRD# 2656188) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 22 years of experience in the finance industry. Matthew Marsh 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Centennial, CO | Jul 2023 - Current | < 1 |
| Bmo Bank Na | Denver, CO | Oct 2019 - Current | 4 |
| Bancwest Investment Services | Denver, CO | Oct 2019 - Feb 2023 | 3 |
| Dynasty Securities, LLC | New York, NY | Oct 2016 - Oct 2019 | 3 |
| Dynasty Wealth Management, LLC | New York, NY | Aug 2016 - Oct 2019 | 3 |
| Morgan Stanley Smith Barney | Denver, CO | Jun 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CO
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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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