Matthew Salvador Houston

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 04/2021
  B. Riley Wealth Management
  Houston, TX
• 04/2021 → 08/2025
  Wedbush Securities Inc.
  Houston, TX
• 08/2025 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2021-04-19 → 2025-08-13
  Wedbush Securities Inc.
  Houston, TX
  Houston, TX
  Pasadena, CA
  Houston, TX
• 2012-03-19 → 2021-04-20
  B. Riley Wealth Management
  Houston, TX
  Houston, TX
• 2008-09-24 → 2012-04-18
  Hilltop Securities Inc.
  Houston, TX
  Houston, TX
• 2006-02-21 → 2008-10-07
  Citigroup Global Markets Inc.
  Houston, TX
  New York, NY
  Houston, TX
• 2003-12-03 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Houston, TX

Other Businesses

1-07/2025 / Skyward Financial LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 04/19/2021

Exams

• S66 Uniform Combined State Law Examination
  2003-12-02