Matthew Day, financial advisor Paintsville KY

Matthew Day

CRD Number: 5064174
Current Firm: Lpl Financial LLC

Matthew Day (CRD# 5064174) is an Investment Advisor Representative working at Lpl Financial LLC in Paintsville, KY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Paintsville, KY Feb 2018 - Current 6
Citizens Wealth Management Paintsville, KY Jan 2018 - Current 6
Bb&t Investments Pikeville, KY Mar 2008 - Jan 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Matthew A. Day
Phone Number: 704-733-3300
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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