Matthew Little (CRD# 4851284) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Financial Solutions, LLC | Moorestown, NJ | Apr 2022 - Current | 2 |
| Bank Of America, N.a. | Mount Laurel, NJ | Jul 2011 - Apr 2022 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton, NJ | Jun 2003 - Apr 2022 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- NJ
- TX
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Total Assets Under Management1,771MILLIONS
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Total Number of Accounts5,220ACCOUNTS
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Average Account Value$339,204
- 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
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA
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