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Matthew Alan Burns

LPl Financial LLC

Waxhaw, NC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-14
TX RA APPROVED_RES 2018-01-31
SC RA APPROVED 2018-01-24
  • NC RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED_RES
    Since 2018-01-31
  • SC RA
    APPROVED
    Since 2018-01-24

Branch Locations

Waxhaw, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Charlotte NC 11/2012 01/2018
Bb&T Securities, Llc Indian Trail NC 01/2018 01/2018
Lpl Financial Fort Mill SC 01/2018 Present
  • 11/2012 → 01/2018
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 01/2018
    Bb&T Securities, Llc
    Indian Trail, NC
  • 01/2018 → Present
    Lpl Financial
    Fort Mill, SC
Previous Registrations
  • 2018-01-02 → 2018-01-16
    Bb&T Securities, Llc
    Harrisburg, NC
    Charlotte, NC
    Matthews, NC
    Indian Trail, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Salisbury, NC
    Matthews, NC
    Charlotte, NC
    Charlotte, NC
  • 2012-11-06 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Matthews, NC
    Indian Trail, NC
    Charlotte, NC
    Charlotte, NC
    Matthews, NC
    Charlotte, NC
    Salisbury, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2010-04-05 → 2012-11-06
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2005-01-03 → 2010-04-06
    Truist Investment Services, Inc.
    Charlotte, NC
    Savannah, GA
    Salisbury, NC
    Salisbury, NC
    Charlotte, NC
    Canton, NC
    Weaverville, NC
    Black Mountain, NC
    Arden, NC
    Asheville, NC
    Asheville, NC
    Asheville, NC
    Waynesville, NC
    Asheville, NC
    Easley, SC
    Anderson, SC
    Anderson, SC
    Anderson, SC
    Greenville, SC
    Greenville, SC
    Greenville, SC
    Greenville, SC
    Greenville, SC
    Greenville, SC
    Laurens, SC
    Mauldin, SC
    Spartanburg, SC
    Asheville, NC
    Charlotte, NC
    Asheville, NC
    Saluda, SC
    Clemson, SC
    Seneca, SC
    Anderson, SC
    Anderson, SC
    Clemson, SC
    Anderson, SC
    Seneca, SC
    Asheville, NC
    Sylva, NC
    Hendersonville, NC
    Concord, NC
    Salisbury, NC
    Concord, NC
    Spencer, NC
    Concord, NC
  • 2002-10-23 → 2005-01-03
    Ncf Financial Services, Inc.
    Durham, NC
  • 2002-07-16 → 2002-08-13
    Osaic Fa, Inc.
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-26
S63 Uniform Securities Agent State Law Examination 1997-09-18
  • S65 Uniform Investment Adviser Law Examination
    1999-06-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-18
Other Names
  • Matthew A Burns

View on SEC IAPD

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