Matthew Lucadano, financial advisor Ventura CA
81 score

Matthew Lucadano

CRD Number: 5492355
Current Firm: Lpl Financial LLC

Matthew Lucadano (CRD# 5492355) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Ventura, CA Oct 2014 - Current 2
Morgan Stanley Smith Barney Oxnard, CA Jun 2009 - Oct 2014 5
Citigroup Global Markets, Inc. Oxnard, CA Feb 2008 - Jun 2009 1
Unemployed Port Hueneme, CA Sep 2007 - Feb 2008 < 1
Stewart Title Westlake Village, CA Oct 2006 - Sep 2007 < 1
Unemployed Oxnard, CA Aug 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Lucadano
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
81

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