Matthew Crace (CRD# 6293692) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, OH and has over 6 years of experience in the finance industry.
CRD# 6673546
Janney Montgomery Scott LLC
CRD# 6927156
United Planners' Financial Services Of America A Limited Partner
CRD# 4476735
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Waverly, OH | Jan 2018 - Current | 6 |
| W&s Brokerage Services | Cincinnati, OH | Mar 2017 - Dec 2017 | < 1 |
| Western Southern Life | Chillicothe, OH | Jun 2011 - Dec 2017 | 6 |
| W&s Brokerage Services | Cincinnati, OH | Mar 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- OH
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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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