Matthew Naylor, financial advisor Orem UT
93 score

Matthew Naylor

CRD Number: 6103554
Current Firm: Lpl Financial LLC

Matthew Naylor (CRD# 6103554) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC West Jordan, UT Jun 2017 - Current < 1
Mountain America Credit Union West Jordan, UT Jun 2017 - Current < 1
Fidelity Investments Salt Lake City, UT Jul 2012 - Jun 2017 4
Wells Fargo Bank Salt Lake City, UT Aug 2008 - Jul 2012 3
The Church Of Jesus Christ Of Latter Day Saints Mendoza, Jul 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Matthew D. Naylor
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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