Matthew PrenticeCRD Number: 5416521
Current Firm: Lpl Financial LLC
Matthew Prentice (CRD# 5416521) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Lpl Financial, LLC||San Jose, CA||Apr 2016 - Current||1|
|Bank Of America, Na||San Jose, CA||Feb 2010 - Apr 2016||6|
|Merrill Lynch||San Jose, CA||Oct 2009 - Apr 2016||6|
|Ubs Financial Services Inc.||San Jose, CA||Aug 2007 - Sep 2009||2|
|Ubs Financial Services||San Jose, CA||Aug 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- 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
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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